NewSquare Capital’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

NewSquare Capital’s Portfolio KOMP Stock Details KOMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-337	Closed	-$13.3K	–	928
2022 Q4	$13.3K	Sell	337 -179	-35%	-$7.26K	﹤0.01%	261
2022 Q3	$20K	Sell	516 -360	-41%	-$15.7K	﹤0.01%	219
2022 Q2	$36K	Hold	876	–	–	﹤0.01%	203
2022 Q1	$46K	Buy	+876	New	+$45.5K	﹤0.01%	203

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewSquare Capital's KOMP Position: Q1 2023 in Review

NewSquare Capital sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2023, closing a stake of 337 shares — an estimated $13.3K sold.

NewSquare Capital first reported a position in KOMP in Q1 2022 and held it in 4 quarters. The position peaked at $46K in Q1 2022. 117 funds tracked by Wall St. Rank hold KOMP as of Q1 2023.

NewSquare Capital reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2023 after selling out during the quarter.
NewSquare Capital sold 337 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2023, an estimated $13.3K.
NewSquare Capital first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2022 and held it in 4 quarters.
NewSquare Capital's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $46K in Q1 2022.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2023.

Based on NewSquare Capital's 13F filing for Q1 2023, filed 1 May 2023.