Optimum Investment Advisors’s Monster Beverage MNST Stock Holding History

Optimum Investment 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 Q4	–	Sell	-2,000	Closed	-$43K	–	807
2022 Q3	$43K	Hold	2,000	–	–	0.02%	401
2022 Q2	$46K	Hold	2,000	–	–	0.02%	409
2022 Q1	$40K	Hold	2,000	–	–	0.02%	476
2021 Q4	$48K	Hold	2,000	–	–	0.02%	468
2021 Q3	$44K	Hold	2,000	–	–	0.02%	473
2021 Q2	$46K	Hold	2,000	–	–	0.01%	525
2021 Q1	$46K	Hold	2,000	–	–	0.01%	522
2020 Q4	$46K	Hold	2,000	–	–	0.01%	490
2020 Q3	$40K	Hold	2,000	–	–	0.01%	481
2020 Q2	$35K	Hold	2,000	–	–	0.01%	504
2020 Q1	$28K	Sell	2,000 -6,008	-75%	-$96.5K	0.01%	510
2019 Q4	$127K	Hold	8,008	–	–	0.04%	354
2019 Q3	$116K	Hold	8,008	–	–	0.04%	354
2019 Q2	$128K	Sell	8,008 -2,400	-23%	-$36.2K	0.04%	329
2019 Q1	$142K	Hold	10,408	–	–	0.05%	326
2018 Q4	$128K	Hold	10,408	–	–	0.04%	326
2018 Q3	$152K	Hold	10,408	–	–	0.04%	338
2018 Q2	$149K	Buy	10,408 +2,000	+24%	+$27K	0.04%	339
2018 Q1	$120K	Buy	+8,408	New	+$131K	0.04%	376
2015 Q1	$28K	Hold	2,400	–	–	0.01%	624
2014 Q4	$22K	Hold	2,400	–	–	0.01%	687
2014 Q3	$22K	Hold	2,400	–	–	0.01%	624
2014 Q2	$14K	Buy	+2,400	New	+$13.7K	﹤0.01%	724

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Optimum Investment Advisors's MNST Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Monster Beverage (MNST) in Q4 2022, closing a stake of 2,000 shares — an estimated $43K sold.

Optimum Investment Advisors first reported a position in MNST in Q2 2014 and held it in 23 quarters. The position peaked at $152K in Q3 2018. 825 funds tracked by Wall St. Rank hold MNST as of Q4 2022.

Optimum Investment Advisors reported no remaining Monster Beverage position as of Q4 2022 after selling out during the quarter.
Optimum Investment Advisors sold 2,000 Monster Beverage shares in Q4 2022, an estimated $43K.
Optimum Investment Advisors first reported a position in Monster Beverage in Q2 2014 and held it in 23 quarters.
Optimum Investment Advisors's Monster Beverage position peaked at $152K in Q3 2018.
825 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.