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Gupta Wealth Management’s Monster Beverage MNST Stock Holding History

Gupta 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
2016
Q1 		$4K Sell
384
-360
-48% -$4.01K ﹤0.01% 996
2015
Q4 		$9K Sell
744
-1,488
-67% -$18K ﹤0.01% 911
2015
Q3 		$25K Hold
2,232
– – 0.01% 638
2015
Q2 		$25K Sell
2,232
-12
-0.5% -$134 0.01% 678
2015
Q1 		$26K Buy
+2,244
New +$23.5K 0.01% 536

Other funds holding MNST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gupta Wealth Management's MNST Position: Q1 2016 in Review

Gupta Wealth Management reduced its Monster Beverage (MNST) stake by 48% in Q1 2016, selling an estimated $4.01K and leaving 384 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Gupta Wealth Management first reported a position in MNST in Q1 2015 and has held it in 5 quarters since. The position peaked at $26K in Q1 2015. 474 funds tracked by Wall St. Rank hold MNST as of Q1 2016.

  • Gupta Wealth Management held 384 shares of Monster Beverage worth $4K as of Q1 2016.
  • Gupta Wealth Management sold 360 Monster Beverage shares in Q1 2016, an estimated $4.01K.
  • Monster Beverage made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #996 holding.
  • Gupta Wealth Management first reported a position in Monster Beverage in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Monster Beverage position peaked at $26K in Q1 2015.
  • 474 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.