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TCI Wealth Advisors’s Monster Beverage MNST Stock Holding History

TCI 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
2023
Q2 		– Sell
-692
Closed -$18.7K – 1421
2023
Q1 		$18.7K Buy
692
+20
+3% +$513 ﹤0.01% 748
2022
Q4 		$17.1K Sell
672
-20
-3% -$484 ﹤0.01% 773
2022
Q3 		$15K Buy
692
+40
+6% +$922 ﹤0.01% 800
2022
Q2 		$15K Buy
652
+268
+70% +$5.83K ﹤0.01% 768
2022
Q1 		$7K Sell
384
-328
-46% -$6.88K ﹤0.01% 1333
2021
Q4 		$17K Sell
712
-128
-15% -$2.85K ﹤0.01% 792
2021
Q3 		$19K Buy
840
+124
+17% +$2.93K ﹤0.01% 712
2021
Q2 		$16K Buy
716
+140
+24% +$3.29K ﹤0.01% 685
2021
Q1 		$13K Buy
576
+268
+87% +$6K 0.01% 717
2020
Q4 		$7K Hold
308
– – ﹤0.01% 755
2020
Q3 		$6K Hold
308
– – ﹤0.01% 720
2020
Q2 		$5K Buy
308
+232
+305% +$3.79K ﹤0.01% 751
2020
Q1 		$1K Buy
+76
New +$1.22K ﹤0.01% 1284
2019
Q2 		– Sell
-152
Closed -$2K – 1504
2019
Q1 		$2K Sell
152
-24
-14% -$342 ﹤0.01% 1047
2018
Q4 		$2K Sell
176
-24
-12% -$326 ﹤0.01% 1021
2018
Q3 		$3K Buy
200
+88
+79% +$1.32K ﹤0.01% 936
2018
Q2 		$2K Hold
112
– – ﹤0.01% 1104
2018
Q1 		$2K Hold
112
– – ﹤0.01% 985
2017
Q4 		$2K Hold
112
– – ﹤0.01% 1031
2017
Q3 		$2K Sell
112
-404
-78% -$5.45K ﹤0.01% 969
2017
Q2 		$6K Buy
+516
New +$6.21K ﹤0.01% 714

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Wealth Advisors's MNST Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Monster Beverage (MNST) in Q2 2023, closing a stake of 692 shares — an estimated $18.7K sold.

TCI Wealth Advisors first reported a position in MNST in Q2 2017 and held it in 21 quarters. The position peaked at $19K in Q3 2021. 895 funds tracked by Wall St. Rank hold MNST as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Monster Beverage position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 692 Monster Beverage shares in Q2 2023, an estimated $18.7K.
  • TCI Wealth Advisors first reported a position in Monster Beverage in Q2 2017 and held it in 21 quarters.
  • TCI Wealth Advisors's Monster Beverage position peaked at $19K in Q3 2021.
  • 895 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.