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Financial Synergies Wealth Advisors’s Monster Beverage MNST Stock Holding History

Financial Synergies 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
Q2 		– Sell
-32
Closed -$949 – 298
2024
Q1 		$949 Buy
32
+16
+100% +$460 ﹤0.01% 416
2023
Q4 		$813 Sell
16
-16
-50% -$428 ﹤0.01% 349
2023
Q3 		$848 Hold
32
– – ﹤0.01% 397
2023
Q2 		$920 Hold
32
– – ﹤0.01% 386
2023
Q1 		$865 Hold
32
– – ﹤0.01% 388
2022
Q4 		$813 Hold
32
– – ﹤0.01% 349
2022
Q3 		$696 Hold
32
– – ﹤0.01% 339
2022
Q2 		$742 Buy
+32
New +$696 ﹤0.01% 344

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Synergies Wealth Advisors's MNST Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Monster Beverage (MNST) in Q2 2024, closing a stake of 32 shares — an estimated $949 sold.

Financial Synergies Wealth Advisors first reported a position in MNST in Q2 2022 and held it in 8 quarters. The position peaked at $949 in Q1 2024. 931 funds tracked by Wall St. Rank hold MNST as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Monster Beverage position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 32 Monster Beverage shares in Q2 2024, an estimated $949.
  • Financial Synergies Wealth Advisors first reported a position in Monster Beverage in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Monster Beverage position peaked at $949 in Q1 2024.
  • 931 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.