LWA
MNST icon

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
-44
Closed -$2K – 909
2021
Q4 		$2K Buy
44
+26
+144% +$1.16K ﹤0.01% 737
2021
Q3 		$1K Buy
18
+12
+200% +$567 ﹤0.01% 683
2021
Q2 		$0 Sell
6
-30
-83% -$1.41K ﹤0.01% 764
2021
Q1 		$2K Sell
36
-78
-68% -$3.5K ﹤0.01% 617
2020
Q4 		$5K Hold
114
– – ﹤0.01% 506
2020
Q3 		$5K Hold
114
– – ﹤0.01% 441
2020
Q2 		$4K Hold
114
– – ﹤0.01% 462
2020
Q1 		$3K Hold
114
– – ﹤0.01% 519
2019
Q4 		$4K Hold
114
– – ﹤0.01% 512
2019
Q3 		$3K Hold
114
– – ﹤0.01% 463
2019
Q2 		$4K Hold
114
– – ﹤0.01% 334
2019
Q1 		$3K Hold
114
– – ﹤0.01% 465
2018
Q4 		$3K Sell
114
-66
-37% -$1.79K ﹤0.01% 319
2018
Q3 		$5K Sell
180
-370
-67% -$11.1K ﹤0.01% 310
2018
Q2 		$16K Sell
550
-1,198
-69% -$32.3K ﹤0.01% 288
2018
Q1 		$50K Buy
1,748
+1,534
+717% +$47.9K 0.01% 161
2017
Q4 		$7K Buy
+214
New +$6.41K ﹤0.01% 192
2016
Q1 		– Sell
-300
Closed -$7K – 353
2015
Q4 		$7K Hold
300
– – ﹤0.01% 202
2015
Q3 		$7K Hold
300
– – ﹤0.01% 216
2015
Q2 		$7K Hold
300
– – ﹤0.01% 180
2015
Q1 		$7K Hold
300
– – ﹤0.01% 198
2014
Q4 		$5K Sell
300
-132
-31% -$2.28K ﹤0.01% 241
2014
Q3 		$7K Hold
432
– – ﹤0.01% 205
2014
Q2 		$5K Sell
432
-600
-58% -$6.84K ﹤0.01% 166
2014
Q1 		$12K Buy
1,032
+396
+62% +$4.63K 0.01% 122
2013
Q4 		$7K Buy
636
+204
+47% +$2K ﹤0.01% 202
2013
Q3 		$4K Hold
432
– – ﹤0.01% 187
2013
Q2 		$4K Buy
+432
New +$4.06K ﹤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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 44 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. 745 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 44 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.
  • 745 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.