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MPS Loria Financial Planners’s Monster Beverage MNST Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-148
Closed -$3K – 397
2021
Q1 		$3K Hold
148
– – ﹤0.01% 401
2020
Q4 		$3K Buy
+148
New +$3.11K ﹤0.01% 420

Other funds holding MNST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

MPS Loria Financial Planners's MNST Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Monster Beverage (MNST) in Q2 2021, closing a stake of 148 shares — an estimated $3K sold.

MPS Loria Financial Planners first reported a position in MNST in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 732 funds tracked by Wall St. Rank hold MNST as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Monster Beverage position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 148 Monster Beverage shares in Q2 2021, an estimated $3K.
  • MPS Loria Financial Planners first reported a position in Monster Beverage in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Monster Beverage position peaked at $3K in Q1 2021.
  • 732 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.