NC
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NewSquare Capital’s State Street STT Stock Holding History

NewSquare Capital’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-225
Closed -$23.9K – 1112
2025
Q2 		$23.9K Buy
225
+23
+11% +$2.13K ﹤0.01% 445
2025
Q1 		$18.1K Buy
202
+82
+68% +$7.83K ﹤0.01% 384
2024
Q4 		$11.8K Buy
120
+14
+13% +$1.33K ﹤0.01% 255
2024
Q3 		$9.38K Hold
106
– – ﹤0.01% 223
2024
Q2 		$7.84K Hold
106
– – ﹤0.01% 247
2024
Q1 		$8.2K Buy
+106
New +$7.86K ﹤0.01% 265
2023
Q4 		– Sell
-1
Closed -$67 – 624
2023
Q3 		$67 Buy
+1
New +$71 ﹤0.01% 572
2020
Q3 		– Sell
-41
Closed -$3K – 415
2020
Q2 		$3K Buy
+41
New +$2.48K ﹤0.01% 298

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return