WealthStone’s Monster Beverage MNST Stock Holding History

WealthStone’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
2021 Q1	$555K	Buy	24,404 +620	+3%	+$13.9K	0.19%	80
2020 Q4	$550K	Buy	23,784 +1,136	+5%	+$23.9K	0.2%	74
2020 Q3	$454K	Buy	22,648 +9,224	+69%	+$182K	0.21%	70
2020 Q2	$233K	Buy	+13,424	New	+$219K	0.11%	133
2019 Q3	–	Sell	-296	Closed	-$4.72K	–	388
2019 Q2	$4.72K	Buy	+296	New	+$4.46K	﹤0.01%	353

Other funds holding MNST

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WealthStone's MNST Position: Q1 2021 in Review

WealthStone increased its Monster Beverage (MNST) stake by 2.6% in Q1 2021, buying an estimated $13.9K and bringing the position to 24,404 shares worth $555K. The position accounts for 0.19% of the portfolio, ranked #80.

WealthStone first reported a position in MNST in Q2 2019 and has held it in 5 quarters since. 730 funds tracked by Wall St. Rank hold MNST as of Q1 2021.

WealthStone held 24,404 shares of Monster Beverage worth $555K as of Q1 2021.
WealthStone bought 620 Monster Beverage shares in Q1 2021, an estimated $13.9K.
Monster Beverage made up 0.19% of WealthStone's portfolio in Q1 2021, its #80 holding.
WealthStone first reported a position in Monster Beverage in Q2 2019 and has held it in 5 quarters since.
730 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.