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Liberty Wealth Management’s Monster Beverage MNST Stock Holding History

Liberty 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
2021
Q4 		– Sell
-3,004
Closed -$68K – 743
2021
Q3 		$68K Buy
3,004
+1,860
+163% +$44K 0.02% 362
2021
Q2 		$26K Buy
1,144
+88
+8% +$2.06K 0.01% 454
2021
Q1 		$23K Hold
1,056
– – 0.01% 438
2020
Q4 		$23K Sell
1,056
-24
-2% -$504 0.01% 435
2020
Q3 		$22K Sell
1,080
-224
-17% -$4.42K 0.01% 382
2020
Q2 		$23K Buy
1,304
+508
+64% +$8.29K 0.02% 357
2020
Q1 		$11K Buy
+796
New +$12.8K 0.01% 452

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Liberty Wealth Management's MNST Position: Q4 2021 in Review

Liberty Wealth Management sold out of Monster Beverage (MNST) in Q4 2021, closing a stake of 3,004 shares — an estimated $68K sold.

Liberty Wealth Management first reported a position in MNST in Q1 2020 and held it in 7 quarters. The position peaked at $68K in Q3 2021. 762 funds tracked by Wall St. Rank hold MNST as of Q4 2021.

  • Liberty Wealth Management reported no remaining Monster Beverage position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 3,004 Monster Beverage shares in Q4 2021, an estimated $68K.
  • Liberty Wealth Management first reported a position in Monster Beverage in Q1 2020 and held it in 7 quarters.
  • Liberty Wealth Management's Monster Beverage position peaked at $68K in Q3 2021.
  • 762 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.