LWM
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Lenox Wealth Management’s Monster Beverage MNST Stock Holding History

Lenox 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
2020
Q2 		$13K Hold
400
– – ﹤0.01% 400
2020
Q1 		$11K Sell
400
-68
-15% -$2.19K ﹤0.01% 379
2019
Q4 		$15K Sell
468
-200
-30% -$5.88K ﹤0.01% 386
2019
Q3 		$19K Sell
668
-32
-5% -$969 0.01% 372
2019
Q2 		$22K Buy
+700
New +$21.1K 0.01% 337
2014
Q2 		– Sell
-1,212
Closed -$14K – 174
2014
Q1 		$14K Sell
1,212
-16,788
-93% -$196K 0.01% 135
2013
Q4 		$203K Buy
+18,000
New +$177K 0.13% 45

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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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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return