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Long Island Wealth Management’s Monster Beverage MNST Stock Holding History

Long Island 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
2024
Q1 		– Sell
-208
Closed -$6K – 275
2023
Q4 		$6K Buy
+208
New +$5.56K ﹤0.01% 252

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Long Island Wealth Management's MNST Position: Q1 2024 in Review

Long Island Wealth Management sold out of Monster Beverage (MNST) in Q1 2024, closing a stake of 208 shares — an estimated $6K sold.

Long Island Wealth Management first reported a position in MNST in Q4 2023 and held it in 1 quarter. The position peaked at $6K in Q4 2023. 998 funds tracked by Wall St. Rank hold MNST as of Q1 2024.

  • Long Island Wealth Management reported no remaining Monster Beverage position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 208 Monster Beverage shares in Q1 2024, an estimated $6K.
  • Long Island Wealth Management first reported a position in Monster Beverage in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Monster Beverage position peaked at $6K in Q4 2023.
  • 998 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.