Halpern Financial’s Monster Beverage MNST Stock Holding History

Halpern Financial’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 Q3	–	Sell	-160	Closed	-$9.19K	–	240
2023 Q2	$9.19K	Buy	+160	New	+$9.1K	﹤0.01%	159

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Halpern Financial's MNST Position: Q3 2023 in Review

Halpern Financial sold out of Monster Beverage (MNST) in Q3 2023, closing a stake of 160 shares — an estimated $9.19K sold.

Halpern Financial first reported a position in MNST in Q2 2023 and held it in 1 quarter. The position peaked at $9.19K in Q2 2023. 902 funds tracked by Wall St. Rank hold MNST as of Q3 2023.

Halpern Financial reported no remaining Monster Beverage position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 160 Monster Beverage shares in Q3 2023, an estimated $9.19K.
Halpern Financial first reported a position in Monster Beverage in Q2 2023 and held it in 1 quarter.
Halpern Financial's Monster Beverage position peaked at $9.19K in Q2 2023.
902 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.