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Engrave Wealth Partners’s Monster Beverage MNST Stock Holding History

Engrave 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
2020
Q3 		– Sell
-340
Closed -$11K – 288
2020
Q2 		$11K Buy
340
+162
+91% +$5.29K 0.01% 238
2020
Q1 		$5K Buy
+178
New +$5.72K 0.01% 276

Other funds holding MNST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Engrave Wealth Partners's MNST Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Monster Beverage (MNST) in Q3 2020, closing a stake of 340 shares — an estimated $11K sold.

Engrave Wealth Partners first reported a position in MNST in Q1 2020 and held it in 2 quarters. The position peaked at $11K in Q2 2020. 674 funds tracked by Wall St. Rank hold MNST as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Monster Beverage position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 340 Monster Beverage shares in Q3 2020, an estimated $11K.
  • Engrave Wealth Partners first reported a position in Monster Beverage in Q1 2020 and held it in 2 quarters.
  • Engrave Wealth Partners's Monster Beverage position peaked at $11K in Q2 2020.
  • 674 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.