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Curi Wealth Management’s Monster Beverage MNST Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-72
Closed -$2K – 502
2022
Q2 		$2K Hold
72
– – ﹤0.01% 518
2022
Q1 		$1K Hold
72
– – ﹤0.01% 491
2021
Q4 		$1K Buy
+72
New +$1.6K ﹤0.01% 452
2021
Q1 		– Sell
-72
Closed -$1K – 332
2020
Q4 		$1K Buy
+72
New +$1.51K ﹤0.01% 361

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Curi Wealth Management's MNST Position: Q3 2022 in Review

Curi Wealth Management sold out of Monster Beverage (MNST) in Q3 2022, closing a stake of 72 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in MNST in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 741 funds tracked by Wall St. Rank hold MNST as of Q3 2022.

  • Curi Wealth Management reported no remaining Monster Beverage position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 72 Monster Beverage shares in Q3 2022, an estimated $2K.
  • Curi Wealth Management first reported a position in Monster Beverage in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Monster Beverage position peaked at $2K in Q2 2022.
  • 741 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.