First Foundation Advisors’s Monster Beverage MNST Stock Holding History

First Foundation 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	-3,340	Closed	-$99K	–	442
2024 Q1	$99K	Hold	3,340	–	–	﹤0.01%	378
2023 Q4	$96.2K	Buy	+3,340	New	+$89.3K	﹤0.01%	383
2023 Q2	–	Sell	-7,932	Closed	-$214K	–	433
2023 Q1	$214K	Sell	7,932 -512	-6%	-$13.1K	0.01%	353
2022 Q4	$214K	Buy	+8,444	New	+$204K	0.01%	356
2017 Q1	–	Sell	-41,236	Closed	-$457K	–	332
2016 Q4	$457K	Sell	41,236 -20,636	-33%	-$236K	0.03%	210
2016 Q3	$757K	Buy	61,872 +1,980	+3%	+$25.7K	0.05%	155
2016 Q2	$802K	Buy	+59,892	New	+$722K	0.06%	151

Other funds holding MNST

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

First Foundation Advisors's MNST Position: Q2 2024 in Review

First Foundation Advisors sold out of Monster Beverage (MNST) in Q2 2024, closing a stake of 3,340 shares — an estimated $99K sold.

First Foundation Advisors first reported a position in MNST in Q2 2016 and held it in 7 quarters. The position peaked at $802K in Q2 2016. 931 funds tracked by Wall St. Rank hold MNST as of Q2 2024.

First Foundation Advisors reported no remaining Monster Beverage position as of Q2 2024 after selling out during the quarter.
First Foundation Advisors sold 3,340 Monster Beverage shares in Q2 2024, an estimated $99K.
First Foundation Advisors first reported a position in Monster Beverage in Q2 2016 and held it in 7 quarters.
First Foundation Advisors's Monster Beverage position peaked at $802K in Q2 2016.
931 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2024.

Based on First Foundation Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.