EWA
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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
-78
Closed -$3K – 449
2021
Q3 		$3K Hold
78
– – ﹤0.01% 615
2021
Q2 		$4K Hold
78
– – ﹤0.01% 561
2021
Q1 		$4K Hold
78
– – ﹤0.01% 567
2020
Q4 		$4K Hold
78
– – ﹤0.01% 487
2020
Q3 		$3K Hold
78
– – ﹤0.01% 509
2020
Q2 		$3K Buy
+78
New +$2.55K ﹤0.01% 445
2020
Q1 		– Sell
-128
Closed -$4K – 529
2019
Q4 		$4K Buy
+128
New +$3.76K ﹤0.01% 455
2019
Q3 		– Sell
-48
Closed -$2K – 552
2019
Q2 		$2K Buy
+48
New +$1.45K ﹤0.01% 426

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return