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Delos Wealth Advisors’s Monster Beverage MNST Stock Holding History

Delos Wealth Advisors’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
-400
Closed -$9.99K – 300
2024
Q2 		$9.99K Hold
400
– – 0.01% 127
2024
Q1 		$11.9K Buy
+400
New +$11.5K 0.01% 118
2022
Q1 		– Sell
-1,520
Closed -$36K – 362
2021
Q4 		$36K Buy
+1,520
New +$33.8K 0.03% 93

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

Delos Wealth Advisors's MNST Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Monster Beverage (MNST) in Q3 2024, closing a stake of 400 shares — an estimated $9.99K sold.

Delos Wealth Advisors first reported a position in MNST in Q4 2021 and held it in 3 quarters. The position peaked at $36K in Q4 2021. 915 funds tracked by Wall St. Rank hold MNST as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Monster Beverage position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 400 Monster Beverage shares in Q3 2024, an estimated $9.99K.
  • Delos Wealth Advisors first reported a position in Monster Beverage in Q4 2021 and held it in 3 quarters.
  • Delos Wealth Advisors's Monster Beverage position peaked at $36K in Q4 2021.
  • 915 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.