PIWA
MNST icon

Prevail Innovative Wealth Advisors’s Monster Beverage MNST Stock Holding History

Prevail Innovative Wealth 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
2024
Q4 		– Sell
-121,460
Closed -$3.17M – 189
2024
Q3 		$3.17M Buy
121,460
+16,616
+16% +$412K 0.97% 34
2024
Q2 		$2.62M Buy
+104,844
New +$2.78M 0.93% 48

Other funds holding MNST

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prevail Innovative Wealth Advisors's MNST Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of Monster Beverage (MNST) in Q4 2024, closing a stake of 121,460 shares — an estimated $3.17M sold.

Prevail Innovative Wealth Advisors first reported a position in MNST in Q2 2024 and held it in 2 quarters. The position peaked at $3.17M in Q3 2024. 966 funds tracked by Wall St. Rank hold MNST as of Q4 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Monster Beverage position as of Q4 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 121,460 Monster Beverage shares in Q4 2024, an estimated $3.17M.
  • Prevail Innovative Wealth Advisors first reported a position in Monster Beverage in Q2 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Monster Beverage position peaked at $3.17M in Q3 2024.
  • 966 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.