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Fortis Group Advisors’s Monster Beverage MNST Stock Holding History

Fortis Group 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
Q1 		– Sell
-10,316
Closed -$279K – 526
2023
Q4 		$279K Hold
10,316
– – 0.07% 104
2023
Q3 		$279K Buy
10,316
+28
+0.3% +$796 0.09% 100
2023
Q2 		$295K Sell
10,288
-28
-0.3% -$796 0.08% 109
2023
Q1 		$289K Buy
+10,316
New +$265K 0.09% 95

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fortis Group Advisors's MNST Position: Q1 2024 in Review

Fortis Group Advisors sold out of Monster Beverage (MNST) in Q1 2024, closing a stake of 10,316 shares — an estimated $279K sold.

Fortis Group Advisors first reported a position in MNST in Q1 2023 and held it in 4 quarters. The position peaked at $295K in Q2 2023. 998 funds tracked by Wall St. Rank hold MNST as of Q1 2024.

  • Fortis Group Advisors reported no remaining Monster Beverage position as of Q1 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 10,316 Monster Beverage shares in Q1 2024, an estimated $279K.
  • Fortis Group Advisors first reported a position in Monster Beverage in Q1 2023 and held it in 4 quarters.
  • Fortis Group Advisors's Monster Beverage position peaked at $295K in Q2 2023.
  • 998 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2024.

Based on Fortis Group Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.