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Geller Advisors’s Monster Beverage MNST Stock Holding History

Geller 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
-7,054
Closed -$209K – 277
2024
Q1 		$209K Buy
7,054
+88
+1% +$2.53K 0.02% 266
2023
Q4 		$201K Sell
6,966
-1,668
-19% -$44.6K 0.02% 262
2023
Q3 		$229K Sell
8,634
-676
-7% -$19.2K 0.03% 225
2023
Q2 		$267K Buy
+9,310
New +$265K 0.03% 206

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

Geller Advisors's MNST Position: Q2 2024 in Review

Geller Advisors sold out of Monster Beverage (MNST) in Q2 2024, closing a stake of 7,054 shares — an estimated $209K sold.

Geller Advisors first reported a position in MNST in Q2 2023 and held it in 4 quarters. The position peaked at $267K in Q2 2023. 931 funds tracked by Wall St. Rank hold MNST as of Q2 2024.

  • Geller Advisors reported no remaining Monster Beverage position as of Q2 2024 after selling out during the quarter.
  • Geller Advisors sold 7,054 Monster Beverage shares in Q2 2024, an estimated $209K.
  • Geller Advisors first reported a position in Monster Beverage in Q2 2023 and held it in 4 quarters.
  • Geller Advisors's Monster Beverage position peaked at $267K in Q2 2023.
  • 931 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2024.

Based on Geller Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.