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Curated Wealth Partners’s Monster Beverage MNST Stock Holding History

Curated Wealth Partners’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
2024
Q3 		– Sell
-12,796
Closed -$320K – 136
2024
Q2 		$320K Buy
+12,796
New +$339K 0.04% 104
2024
Q1 		– Sell
-9,896
Closed -$284K – 225
2023
Q4 		$285K Buy
+9,896
New +$264K 0.05% 121
2022
Q2 		– Sell
-8,376
Closed -$200K – 151
2022
Q1 		$200K Hold
8,376
– – 0.07% 136
2021
Q4 		$200K Buy
+8,376
New +$186K 0.06% 140

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curated Wealth Partners's MNST Position: Q3 2024 in Review

Curated Wealth Partners sold out of Monster Beverage (MNST) in Q3 2024, closing a stake of 12,796 shares — an estimated $320K sold.

Curated Wealth Partners first reported a position in MNST in Q4 2021 and held it in 4 quarters. The position peaked at $320K in Q2 2024. 915 funds tracked by Wall St. Rank hold MNST as of Q3 2024.

  • Curated Wealth Partners reported no remaining Monster Beverage position as of Q3 2024 after selling out during the quarter.
  • Curated Wealth Partners sold 12,796 Monster Beverage shares in Q3 2024, an estimated $320K.
  • Curated Wealth Partners first reported a position in Monster Beverage in Q4 2021 and held it in 4 quarters.
  • Curated Wealth Partners's Monster Beverage position peaked at $320K in Q2 2024.
  • 915 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2024.

Based on Curated Wealth Partners's 13F filing for Q3 2024, filed 4 Oct 2024.