Summit Wealth Group’s Monster Beverage MNST Stock Holding History

Summit Wealth Group’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 Q2	–	Sell	-45,152	Closed	–	–	190
2023 Q1	$0	Buy	+45,152	New	+$1.16M	﹤0.01%	221
2021 Q3	–	Sell	-1,244	Closed	-$28K	–	153
2021 Q2	$28K	Sell	1,244 -40	-3%	-$938	0.04%	65
2021 Q1	$29K	Buy	+1,284	New	+$28.8K	0.05%	59

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

Summit Wealth Group's MNST Position: Q2 2023 in Review

Summit Wealth Group sold out of Monster Beverage (MNST) in Q2 2023, closing a stake of 45,152 shares.

Summit Wealth Group first reported a position in MNST in Q1 2021 and held it in 3 quarters. The position peaked at $29K in Q1 2021. 895 funds tracked by Wall St. Rank hold MNST as of Q2 2023.

Summit Wealth Group reported no remaining Monster Beverage position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 45,152 Monster Beverage shares in Q2 2023.
Summit Wealth Group first reported a position in Monster Beverage in Q1 2021 and held it in 3 quarters.
Summit Wealth Group's Monster Beverage position peaked at $29K in Q1 2021.
895 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.