Evolution Wealth Advisors’s Monster Beverage MNST Stock Holding History

Evolution 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
2021 Q4	–	Sell	-156	Closed	-$3K	–	446
2021 Q3	$3K	Hold	156	–	–	﹤0.01%	615
2021 Q2	$4K	Hold	156	–	–	﹤0.01%	561
2021 Q1	$4K	Hold	156	–	–	﹤0.01%	567
2020 Q4	$4K	Hold	156	–	–	﹤0.01%	487
2020 Q3	$3K	Hold	156	–	–	﹤0.01%	509
2020 Q2	$3K	Buy	+156	New	+$2.55K	﹤0.01%	445
2020 Q1	–	Sell	-256	Closed	-$4K	–	529
2019 Q4	$4K	Buy	+256	New	+$3.76K	﹤0.01%	455
2019 Q3	–	Sell	-96	Closed	-$2K	–	552
2019 Q2	$2K	Buy	+96	New	+$1.45K	﹤0.01%	426

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Evolution Wealth Advisors's MNST Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Monster Beverage (MNST) in Q4 2021, closing a stake of 156 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in MNST in Q2 2019 and held it in 8 quarters. The position peaked at $4K in Q2 2021. 762 funds tracked by Wall St. Rank hold MNST as of Q4 2021.

Evolution Wealth Advisors reported no remaining Monster Beverage position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 156 Monster Beverage shares in Q4 2021, an estimated $3K.
Evolution Wealth Advisors first reported a position in Monster Beverage in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's Monster Beverage position peaked at $4K in Q2 2021.
762 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.