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Wealthfront’s Monster Beverage MNST Stock Holding History

Wealthfront’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
2018
Q3 		$595K Buy
40,804
+1,936
+5% +$29.1K 0.01% 355
2018
Q2 		$557K Sell
38,868
-42,700
-52% -$576K 0.01% 352
2018
Q1 		$1.17M Buy
81,568
+41,040
+101% +$641K 0.01% 225
2017
Q4 		$641K Buy
40,528
+6,464
+19% +$96.8K 0.01% 307
2017
Q3 		$471K Buy
34,064
+760
+2% +$10.2K 0.01% 340
2017
Q2 		$414K Buy
33,304
+8,836
+36% +$106K 0.01% 313
2017
Q1 		$282K Buy
24,468
+3,740
+18% +$41.8K 0.01% 346
2016
Q4 		$230K Buy
20,728
+4,264
+26% +$48.8K 0.01% 350
2016
Q3 		$201K Sell
16,464
-1,392
-8% -$18.1K ﹤0.01% 368
2016
Q2 		$239K Buy
+17,856
New +$215K 0.01% 308
2016
Q1 		– Sell
-23,508
Closed -$292K – 347
2015
Q4 		$292K Sell
23,508
-1,440
-6% -$17.4K 0.01% 220
2015
Q3 		$281K Buy
24,948
+7,608
+44% +$89.1K 0.01% 210
2015
Q2 		$194K Sell
17,340
-672
-4% -$7.5K 0.01% 271
2015
Q1 		$208K Buy
18,012
+6,744
+60% +$70.6K 0.01% 237
2014
Q4 		$102K Buy
11,268
+4,764
+73% +$41.1K 0.01% 351
2014
Q3 		$50K Buy
6,504
+1,596
+33% +$10.5K ﹤0.01% 409
2014
Q2 		$29K Sell
4,908
-300
-6% -$1.71K ﹤0.01% 457
2014
Q1 		$31K Buy
+5,208
New +$30.5K ﹤0.01% 361

Other funds holding MNST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront's MNST Position: Q3 2018 in Review

Wealthfront increased its Monster Beverage (MNST) stake by 5% in Q3 2018, buying an estimated $29.1K and bringing the position to 40,804 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #355.

Wealthfront first reported a position in MNST in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.17M in Q1 2018. 593 funds tracked by Wall St. Rank hold MNST as of Q3 2018.

  • Wealthfront held 40,804 shares of Monster Beverage worth $595K as of Q3 2018.
  • Wealthfront bought 1,936 Monster Beverage shares in Q3 2018, an estimated $29.1K.
  • Monster Beverage made up 0.01% of Wealthfront's portfolio in Q3 2018, its #355 holding.
  • Wealthfront first reported a position in Monster Beverage in Q1 2014 and has held it in 18 quarters since.
  • Wealthfront's Monster Beverage position peaked at $1.17M in Q1 2018.
  • 593 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.