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LWAC
Laurel Wealth Advisors (California)’s
Monster Beverage
MNST
Stock Holding History
Laurel Wealth Advisors (California)’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
2022
Q4
$465K
Sell
9,168
-14
-0.2%
-$678
0.05%
374
2022
Q3
$400K
Buy
9,182
+22
+0.2%
+$1.01K
0.04%
397
2022
Q2
$425K
Sell
9,160
-4,052
-31%
-$176K
0.04%
398
2022
Q1
$528K
Buy
13,212
+214
+2%
+$8.98K
0.04%
394
2021
Q4
$624K
Buy
12,998
+2,726
+27%
+$121K
0.05%
379
2021
Q3
$456K
Hold
10,272
–
–
0.08%
252
2021
Q2
$469K
Buy
10,272
+6
+0.1%
+$282
0.06%
291
2021
Q1
$468K
Hold
10,266
–
–
0.07%
265
2020
Q4
$475K
Hold
10,266
–
–
0.07%
252
2020
Q3
$412K
Hold
10,266
–
–
0.07%
250
2020
Q2
$356K
Buy
10,266
+1,022
+11%
+$33.4K
0.07%
268
2020
Q1
$260K
Buy
9,244
+122
+1%
+$3.92K
0.06%
305
2019
Q4
$290K
Sell
9,122
-266
-3%
-$7.81K
0.05%
353
2019
Q3
$273K
Buy
9,388
+206
+2%
+$6.24K
0.05%
365
2019
Q2
$293K
Buy
9,182
+60
+0.7%
+$1.81K
0.07%
308
2019
Q1
$249K
Sell
9,122
-2,000
-18%
-$57K
0.06%
325
2018
Q4
$273K
Hold
11,122
–
–
0.08%
266
2018
Q3
$324K
Sell
11,122
-2,066
-16%
-$62.1K
0.08%
265
2018
Q2
$377K
Buy
13,188
+1,672
+15%
+$45.1K
0.1%
216
2018
Q1
$329K
Buy
11,516
+328
+3%
+$10.2K
0.1%
223
2017
Q4
$354K
Buy
11,188
+2,000
+22%
+$59.9K
0.1%
221
2017
Q3
$253K
Buy
+9,188
New
+$248K
0.09%
248
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
Loomis, Sayles & Company
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$74.3B AUM
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1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
N
Nuveen
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$369B AUM
31.66%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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