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TRUE Private Wealth Advisors’s Monster Beverage MNST Stock Holding History

TRUE Private 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
2024
Q3 		– Sell
-15,382
Closed -$384K – 255
2024
Q2 		$384K Buy
15,382
+1,470
+11% +$39K 0.04% 197
2024
Q1 		$412K Buy
13,912
+646
+5% +$18.6K 0.05% 192
2023
Q4 		$382K Buy
13,266
+3,824
+40% +$102K 0.05% 192
2023
Q3 		$250K Buy
+9,442
New +$268K 0.03% 219
2021
Q2 		– Sell
-14,116
Closed -$321K – 247
2021
Q1 		$321K Buy
+14,116
New +$316K 0.05% 167

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRUE Private Wealth Advisors's MNST Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Monster Beverage (MNST) in Q3 2024, closing a stake of 15,382 shares — an estimated $384K sold.

TRUE Private Wealth Advisors first reported a position in MNST in Q1 2021 and held it in 5 quarters. The position peaked at $412K in Q1 2024. 915 funds tracked by Wall St. Rank hold MNST as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining Monster Beverage position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 15,382 Monster Beverage shares in Q3 2024, an estimated $384K.
  • TRUE Private Wealth Advisors first reported a position in Monster Beverage in Q1 2021 and held it in 5 quarters.
  • TRUE Private Wealth Advisors's Monster Beverage position peaked at $412K in Q1 2024.
  • 915 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.