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Wetzel Investment Advisors’s Monster Beverage MNST Stock Holding History

Wetzel Investment 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
-344
Closed -$10.2K – 597
2024
Q2 		$10.2K Hold
344
– – 0.01% 461
2024
Q1 		$9.2K Hold
344
– – 0.01% 552
2023
Q4 		$10K Buy
+344
New +$9.19K 0.01% 523

Other funds holding MNST

Vanguard Group
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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 $3.38T AUM 44.17% 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

Wetzel Investment Advisors's MNST Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Monster Beverage (MNST) in Q3 2024, closing a stake of 344 shares — an estimated $10.2K sold.

Wetzel Investment Advisors first reported a position in MNST in Q4 2023 and held it in 3 quarters. The position peaked at $10.2K in Q2 2024. 915 funds tracked by Wall St. Rank hold MNST as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Monster Beverage position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 344 Monster Beverage shares in Q3 2024, an estimated $10.2K.
  • Wetzel Investment Advisors first reported a position in Monster Beverage in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Monster Beverage position peaked at $10.2K in Q2 2024.
  • 915 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.