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Wingate Wealth Advisors’s Monster Beverage MNST Stock Holding History

Wingate 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
2025
Q1 		– Sell
-2,540
Closed -$66.8K – 293
2024
Q4 		$66.8K Buy
+2,540
New +$67.3K 0.07% 179

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wingate Wealth Advisors's MNST Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Monster Beverage (MNST) in Q1 2025, closing a stake of 2,540 shares — an estimated $66.8K sold.

Wingate Wealth Advisors first reported a position in MNST in Q4 2024 and held it in 1 quarter. The position peaked at $66.8K in Q4 2024. 991 funds tracked by Wall St. Rank hold MNST as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Monster Beverage position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 2,540 Monster Beverage shares in Q1 2025, an estimated $66.8K.
  • Wingate Wealth Advisors first reported a position in Monster Beverage in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Monster Beverage position peaked at $66.8K in Q4 2024.
  • 991 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.