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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
Q2 		– Sell
-9,316
Closed -$276K – 218
2024
Q1 		$276K Buy
+9,316
New +$268K 0.04% 121

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Fidelity Investments
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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.