LPWM
MNST icon

Lake Point Wealth Management’s Monster Beverage MNST Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-400
Closed -$5K – 794
2018
Q4 		$5K Buy
+400
New +$5.43K ﹤0.01% 559

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lake Point Wealth Management's MNST Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Monster Beverage (MNST) in Q1 2019, closing a stake of 400 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in MNST in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 607 funds tracked by Wall St. Rank hold MNST as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Monster Beverage position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 400 Monster Beverage shares in Q1 2019, an estimated $5K.
  • Lake Point Wealth Management first reported a position in Monster Beverage in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Monster Beverage position peaked at $5K in Q4 2018.
  • 607 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.