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Janiczek Wealth Management’s Monster Beverage MNST Stock Holding History

Janiczek 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 		$105K Sell
4,216
-2,028
-32% -$53.8K 0.02% 266
2024
Q1 		$185K Buy
6,244
+2,626
+73% +$75.5K 0.04% 189
2023
Q4 		$104K Buy
3,618
+1,044
+41% +$27.9K 0.03% 255
2023
Q3 		$68.1K Buy
2,574
+100
+4% +$2.84K 0.02% 317
2023
Q2 		$71.1K Buy
2,474
+490
+25% +$13.9K 0.02% 266
2023
Q1 		$52.1K Buy
1,984
+268
+16% +$6.87K 0.01% 311
2022
Q4 		$42.9K Buy
1,716
+208
+14% +$5.04K 0.01% 342
2022
Q3 		$34K Buy
1,508
+356
+31% +$8.2K 0.01% 365
2022
Q2 		$29K Buy
1,152
+872
+311% +$19K 0.01% 411
2022
Q1 		$6K Sell
280
-1,972
-88% -$41.4K ﹤0.01% 648
2021
Q4 		$54K Buy
2,252
+344
+18% +$7.65K 0.02% 298
2021
Q3 		$42K Buy
1,908
+872
+84% +$20.6K 0.01% 313
2021
Q2 		$24K Buy
1,036
+532
+106% +$12.5K 0.01% 387
2021
Q1 		$11K Sell
504
-124
-20% -$2.78K ﹤0.01% 512
2020
Q4 		$15K Buy
+628
New +$13.2K 0.01% 392

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 $3.37T 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

Janiczek Wealth Management's MNST Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Monster Beverage (MNST) stake by 32% in Q2 2024, selling an estimated $53.8K and leaving 4,216 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #266.

Janiczek Wealth Management first reported a position in MNST in Q4 2020 and has held it in 15 quarters since. The position peaked at $185K in Q1 2024. 931 funds tracked by Wall St. Rank hold MNST as of Q2 2024.

  • Janiczek Wealth Management held 4,216 shares of Monster Beverage worth $105K as of Q2 2024.
  • Janiczek Wealth Management sold 2,028 Monster Beverage shares in Q2 2024, an estimated $53.8K.
  • Monster Beverage made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #266 holding.
  • Janiczek Wealth Management first reported a position in Monster Beverage in Q4 2020 and has held it in 15 quarters since.
  • Janiczek Wealth Management's Monster Beverage position peaked at $185K in Q1 2024.
  • 931 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.