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SYSTM Wealth Solutions’s Monster Beverage MNST Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-545
Closed -$27.2K – 425
2024
Q2 		$27.2K Hold
545
– – 0.01% 331
2024
Q1 		$32.3K Sell
545
-10
-2% -$575 ﹤0.01% 642
2023
Q4 		$32K Buy
+555
New +$29.7K ﹤0.01% 652
2023
Q1 		– Sell
-9,684
Closed -$492K – 506
2022
Q4 		$492K Buy
+9,684
New +$469K 0.06% 342

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's MNST Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Monster Beverage (MNST) in Q3 2024, closing a stake of 545 shares — an estimated $27.2K sold.

SYSTM Wealth Solutions first reported a position in MNST in Q4 2022 and held it in 4 quarters. The position peaked at $492K in Q4 2022. 914 funds tracked by Wall St. Rank hold MNST as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Monster Beverage position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 545 Monster Beverage shares in Q3 2024, an estimated $27.2K.
  • SYSTM Wealth Solutions first reported a position in Monster Beverage in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Monster Beverage position peaked at $492K in Q4 2022.
  • 914 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.