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Jamison Private Wealth Management’s Monster Beverage MNST Stock Holding History

Jamison Private 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
Q2 		– Sell
-40
Closed -$1.19K – 493
2024
Q1 		$1.19K Buy
+40
New +$1.15K ﹤0.01% 418

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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 $3.37T 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
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

Jamison Private Wealth Management's MNST Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Monster Beverage (MNST) in Q2 2024, closing a stake of 40 shares — an estimated $1.19K sold.

Jamison Private Wealth Management first reported a position in MNST in Q1 2024 and held it in 1 quarter. The position peaked at $1.19K in Q1 2024. 931 funds tracked by Wall St. Rank hold MNST as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Monster Beverage position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 40 Monster Beverage shares in Q2 2024, an estimated $1.19K.
  • Jamison Private Wealth Management first reported a position in Monster Beverage in Q1 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Monster Beverage position peaked at $1.19K in Q1 2024.
  • 931 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.