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TFO Wealth Partners’s Monster Beverage MNST Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-3
Closed -$172 – 1033
2023
Q3 		$172 Buy
+3
New +$170 ﹤0.01% 873
2022
Q3 		– Sell
-26
Closed -$1K – 352
2022
Q2 		$1K Buy
+26
New +$1.13K ﹤0.01% 438

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TFO Wealth Partners's MNST Position: Q4 2023 in Review

TFO Wealth Partners sold out of Monster Beverage (MNST) in Q4 2023, closing a stake of 3 shares — an estimated $172 sold.

TFO Wealth Partners first reported a position in MNST in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 965 funds tracked by Wall St. Rank hold MNST as of Q4 2023.

  • TFO Wealth Partners reported no remaining Monster Beverage position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Monster Beverage shares in Q4 2023, an estimated $172.
  • TFO Wealth Partners first reported a position in Monster Beverage in Q2 2022 and held it in 2 quarters.
  • TFO Wealth Partners's Monster Beverage position peaked at $1K in Q2 2022.
  • 965 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.