KPW
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Kore Private Wealth’s Monster Beverage MNST Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-2,452
Closed -$85K – 772
2020
Q2 		$85K Sell
2,452
-2
-0.1% -$65 0.02% 359
2020
Q1 		$69K Sell
2,454
-328
-12% -$10.5K 0.02% 360
2019
Q4 		$88K Buy
+2,782
New +$81.7K 0.02% 388
2019
Q2 		– Sell
-550
Closed -$15K – 582
2019
Q1 		$15K Buy
550
+404
+277% +$11.5K ﹤0.01% 547
2018
Q4 		$4K Buy
+146
New +$3.96K ﹤0.01% 731

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BlackRock
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Loomis, Sayles & Company
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AllianceBernstein
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State Street
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Renaissance Technologies
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Wellington Management Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return