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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
12,202
+310
+3% +$13.9K 0.19% 80
2020
Q4 		$550K Buy
11,892
+568
+5% +$23.9K 0.2% 74
2020
Q3 		$454K Buy
11,324
+4,612
+69% +$182K 0.21% 70
2020
Q2 		$233K Buy
+6,712
New +$219K 0.11% 133
2019
Q3 		– Sell
-148
Closed -$4.72K – 388
2019
Q2 		$4.72K Buy
+148
New +$4.46K ﹤0.01% 353

Other funds holding MNST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 12,202 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. 728 funds tracked by Wall St. Rank hold MNST as of Q1 2021.

  • WealthStone held 12,202 shares of Monster Beverage worth $555K as of Q1 2021.
  • WealthStone bought 310 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.
  • 728 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.