NewSquare Capital’s Riot Platforms RIOT Stock Holding History

NewSquare Capital’s Portfolio RIOT Stock Details RIOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-40	Closed	-$490	–	437
2024 Q1	$490	Hold	40	–	–	﹤0.01%	385
2023 Q4	$619	Hold	40	–	–	﹤0.01%	428
2023 Q3	$373	Sell	40 -51	-56%	-$702	﹤0.01%	535
2023 Q2	$1.08K	Hold	91	–	–	﹤0.01%	603
2023 Q1	$909	Buy	91 +40	+78%	+$260	﹤0.01%	663
2022 Q4	$173	Buy	+51	New	+$263	﹤0.01%	744

Other funds holding RIOT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NewSquare Capital's RIOT Position: Q2 2024 in Review

NewSquare Capital sold out of Riot Platforms (RIOT) in Q2 2024, closing a stake of 40 shares — an estimated $490 sold.

NewSquare Capital first reported a position in RIOT in Q4 2022 and held it in 6 quarters. The position peaked at $1.08K in Q2 2023. 272 funds tracked by Wall St. Rank hold RIOT as of Q2 2024.

NewSquare Capital reported no remaining Riot Platforms position as of Q2 2024 after selling out during the quarter.
NewSquare Capital sold 40 Riot Platforms shares in Q2 2024, an estimated $490.
NewSquare Capital first reported a position in Riot Platforms in Q4 2022 and held it in 6 quarters.
NewSquare Capital's Riot Platforms position peaked at $1.08K in Q2 2023.
272 funds tracked by Wall St. Rank held Riot Platforms as of Q2 2024.

Based on NewSquare Capital's 13F filing for Q2 2024, filed 23 Jul 2024.