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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Monster Beverage MNST Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2023
Q2 		– Sell
-94
Closed -$5.08K – 300
2023
Q1 		$5.08K Buy
+94
New +$4.82K ﹤0.01% 239

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MNST Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Monster Beverage (MNST) in Q2 2023, closing a stake of 94 shares — an estimated $5.08K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MNST in Q1 2023 and held it in 1 quarter. The position peaked at $5.08K in Q1 2023. 896 funds tracked by Wall St. Rank hold MNST as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Monster Beverage position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 94 Monster Beverage shares in Q2 2023, an estimated $5.08K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Monster Beverage in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Monster Beverage position peaked at $5.08K in Q1 2023.
  • 896 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.