Clear Perspectives Financial Planning’s Monster Beverage MNST Stock Holding History

Clear Perspectives Financial Planning’s Portfolio MNST Stock Details MNST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$29.2K	Hold	540	–	–	0.02%	93
2022 Q4	$27.4K	Hold	540	–	–	0.01%	109
2022 Q3	$23K	Hold	540	–	–	0.01%	117
2022 Q2	$25K	Hold	540	–	–	0.01%	116
2022 Q1	$22K	Hold	540	–	–	0.01%	137
2021 Q4	$26K	Hold	540	–	–	0.01%	134
2021 Q3	$24K	Hold	540	–	–	0.01%	130
2021 Q2	$25K	Hold	540	–	–	0.01%	128
2021 Q1	$25K	Hold	540	–	–	0.01%	119
2020 Q4	$25K	Buy	+540	New	+$22.7K	0.02%	111

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Clear Perspectives Financial Planning's MNST Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Monster Beverage (MNST) position steady in Q1 2023 at 540 shares worth $29.2K. The position accounts for 0.02% of the portfolio, ranked #93.

Clear Perspectives Financial Planning first reported a position in MNST in Q4 2020 and has held it in 10 quarters since. 855 funds tracked by Wall St. Rank hold MNST as of Q1 2023.

Clear Perspectives Financial Planning held 540 shares of Monster Beverage worth $29.2K as of Q1 2023.
Clear Perspectives Financial Planning left its Monster Beverage share count unchanged in Q1 2023.
Monster Beverage made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #93 holding.
Clear Perspectives Financial Planning first reported a position in Monster Beverage in Q4 2020 and has held it in 10 quarters since.
855 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.