PFG Private Wealth Management’s Monster Beverage MNST Stock Holding History

PFG Private 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
2023 Q4	–	Sell	-20	Closed	-$1.06K	–	274
2023 Q3	$1.06K	Hold	20	–	–	﹤0.01%	253
2023 Q2	$1.15K	Sell	20 -3,792	-99%	-$216K	﹤0.01%	261
2023 Q1	$206K	Buy	3,812 +150	+4%	+$7.69K	0.13%	50
2022 Q4	$186K	Buy	3,662 +12	+0.3%	+$581	0.12%	57
2022 Q3	$159K	Buy	+3,650	New	+$168K	0.1%	61
2022 Q1	–	Sell	-2,244	Closed	-$108K	–	334
2021 Q4	$108K	Buy	2,244 +588	+36%	+$26.1K	0.06%	91
2021 Q3	$74K	Buy	+1,656	New	+$78.3K	0.04%	115

Other funds holding MNST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PFG Private Wealth Management's MNST Position: Q4 2023 in Review

PFG Private Wealth Management sold out of Monster Beverage (MNST) in Q4 2023, closing a stake of 20 shares — an estimated $1.06K sold.

PFG Private Wealth Management first reported a position in MNST in Q3 2021 and held it in 7 quarters. The position peaked at $206K in Q1 2023. 966 funds tracked by Wall St. Rank hold MNST as of Q4 2023.

PFG Private Wealth Management reported no remaining Monster Beverage position as of Q4 2023 after selling out during the quarter.
PFG Private Wealth Management sold 20 Monster Beverage shares in Q4 2023, an estimated $1.06K.
PFG Private Wealth Management first reported a position in Monster Beverage in Q3 2021 and held it in 7 quarters.
PFG Private Wealth Management's Monster Beverage position peaked at $206K in Q1 2023.
966 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.