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Ropes Wealth Advisors’s Monster Beverage MNST Stock Holding History

Ropes 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
2021
Q1 		– Sell
-248
Closed -$6K – 573
2020
Q4 		$6K Buy
+248
New +$5.21K ﹤0.01% 563
2020
Q3 		– Sell
-40
Closed -$1K – 649
2020
Q2 		$1K Buy
+40
New +$653 ﹤0.01% 556
2017
Q2 		– Sell
-48
Closed -$1K – 557
2017
Q1 		$1K Buy
+48
New +$536 ﹤0.01% 506
2016
Q2 		– Sell
-216
Closed -$2K – 510
2016
Q1 		$2K Buy
216
+144
+200% +$1.6K ﹤0.01% 386
2015
Q4 		$1K Buy
+72
New +$869 ﹤0.01% 438

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 $3.37T AUM 44.26% 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

Ropes Wealth Advisors's MNST Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Monster Beverage (MNST) in Q1 2021, closing a stake of 248 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in MNST in Q4 2015 and held it in 5 quarters. The position peaked at $6K in Q4 2020. 730 funds tracked by Wall St. Rank hold MNST as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Monster Beverage position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 248 Monster Beverage shares in Q1 2021, an estimated $6K.
  • Ropes Wealth Advisors first reported a position in Monster Beverage in Q4 2015 and held it in 5 quarters.
  • Ropes Wealth Advisors's Monster Beverage position peaked at $6K in Q4 2020.
  • 730 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.