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Focused Wealth Management’s Monster Beverage MNST Stock Holding History

Focused Wealth Management’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
Q1 		– Sell
-24
Closed -$1.38K – 657
2023
Q4 		$1.38K Hold
24
– – ﹤0.01% 821
2023
Q3 		$1.27K Hold
24
– – ﹤0.01% 822
2023
Q2 		$1.38K Sell
24
-1,280
-98% -$72.8K ﹤0.01% 846
2023
Q1 		$70.4K Sell
1,304
-1,300
-50% -$66.7K 0.01% 254
2022
Q4 		$132K Buy
2,604
+2,580
+10,750% +$125K 0.03% 161
2022
Q3 		$1K Hold
24
– – ﹤0.01% 869
2022
Q2 		$1K Hold
24
– – ﹤0.01% 845
2022
Q1 		$1K Sell
24
-28
-54% -$1.17K ﹤0.01% 902
2021
Q4 		$2K Buy
52
+28
+117% +$1.25K ﹤0.01% 815
2021
Q3 		$1K Buy
+24
New +$1.13K ﹤0.01% 909
2018
Q4 		– Hold
0
– – – 746
2018
Q3 		– Hold
0
– – – 708

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return