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Lenox Wealth Advisors’s Monster Beverage MNST Stock Holding History

Lenox Wealth Advisors’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
Q1 		– Sell
-88
Closed -$2K – 909
2021
Q4 		$2K Buy
88
+52
+144% +$1.16K ﹤0.01% 737
2021
Q3 		$1K Buy
36
+24
+200% +$567 ﹤0.01% 683
2021
Q2 		$0 Sell
12
-60
-83% -$1.41K ﹤0.01% 764
2021
Q1 		$2K Sell
72
-156
-68% -$3.5K ﹤0.01% 617
2020
Q4 		$5K Hold
228
– – ﹤0.01% 506
2020
Q3 		$5K Hold
228
– – ﹤0.01% 441
2020
Q2 		$4K Hold
228
– – ﹤0.01% 462
2020
Q1 		$3K Hold
228
– – ﹤0.01% 519
2019
Q4 		$4K Hold
228
– – ﹤0.01% 512
2019
Q3 		$3K Hold
228
– – ﹤0.01% 463
2019
Q2 		$4K Hold
228
– – ﹤0.01% 334
2019
Q1 		$3K Hold
228
– – ﹤0.01% 465
2018
Q4 		$3K Sell
228
-132
-37% -$1.79K ﹤0.01% 319
2018
Q3 		$5K Sell
360
-740
-67% -$11.1K ﹤0.01% 310
2018
Q2 		$16K Sell
1,100
-2,396
-69% -$32.3K ﹤0.01% 288
2018
Q1 		$50K Buy
3,496
+3,068
+717% +$47.9K 0.01% 161
2017
Q4 		$7K Buy
+428
New +$6.41K ﹤0.01% 192
2016
Q1 		– Sell
-600
Closed -$7K – 353
2015
Q4 		$7K Hold
600
– – ﹤0.01% 202
2015
Q3 		$7K Hold
600
– – ﹤0.01% 216
2015
Q2 		$7K Hold
600
– – ﹤0.01% 180
2015
Q1 		$7K Hold
600
– – ﹤0.01% 198
2014
Q4 		$5K Sell
600
-264
-31% -$2.28K ﹤0.01% 241
2014
Q3 		$7K Hold
864
– – ﹤0.01% 205
2014
Q2 		$5K Sell
864
-1,200
-58% -$6.84K ﹤0.01% 166
2014
Q1 		$12K Buy
2,064
+792
+62% +$4.63K 0.01% 122
2013
Q4 		$7K Buy
1,272
+408
+47% +$2K ﹤0.01% 202
2013
Q3 		$4K Hold
864
– – ﹤0.01% 187
2013
Q2 		$4K Buy
+864
New +$4.05K ﹤0.01% 208

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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lenox Wealth Advisors's MNST Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Monster Beverage (MNST) in Q1 2022, closing a stake of 88 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in MNST in Q2 2013 and held it in 28 quarters. The position peaked at $50K in Q1 2018. 744 funds tracked by Wall St. Rank hold MNST as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Monster Beverage position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 88 Monster Beverage shares in Q1 2022, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Monster Beverage in Q2 2013 and held it in 28 quarters.
  • Lenox Wealth Advisors's Monster Beverage position peaked at $50K in Q1 2018.
  • 744 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.