NC
EMX

NewSquare Capital’s EMX Royalty EMX Stock Holding History

NewSquare Capital’s Portfolio EMX Stock Details EMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-620
Closed -$1.18K – 669
2023
Q2 		$1.18K Hold
620
– – ﹤0.01% 587
2023
Q1 		$1.23K Hold
620
– – ﹤0.01% 627
2022
Q4 		$1.17K Buy
+620
New +$1.14K ﹤0.01% 556

Other funds holding EMX

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewSquare Capital's EMX Position: Q3 2023 in Review

NewSquare Capital sold out of EMX Royalty (EMX) in Q3 2023, closing a stake of 620 shares — an estimated $1.18K sold.

NewSquare Capital first reported a position in EMX in Q4 2022 and held it in 3 quarters. The position peaked at $1.23K in Q1 2023. 41 funds tracked by Wall St. Rank hold EMX as of Q3 2023.

  • NewSquare Capital reported no remaining EMX Royalty position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 620 EMX Royalty shares in Q3 2023, an estimated $1.18K.
  • NewSquare Capital first reported a position in EMX Royalty in Q4 2022 and held it in 3 quarters.
  • NewSquare Capital's EMX Royalty position peaked at $1.23K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held EMX Royalty as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.