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Newton One Investments’s Consumer Portfolio Services CPSS Stock Holding History

Newton One Investments’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,500
Closed -$16.3K – 120
2024
Q4 		$16.3K Buy
+1,500
New +$15.4K 0.01% 84
2021
Q4 		– Sell
-1,500
Closed -$9K – 131
2021
Q3 		$9K Hold
1,500
– – 0.01% 105
2021
Q2 		$7K Hold
1,500
– – 0.01% 106
2021
Q1 		$6K Hold
1,500
– – 0.01% 67
2020
Q4 		$6K Buy
+1,500
New +$6.05K 0.01% 63

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BlackRock
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Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Newton One Investments's CPSS Position: Q1 2025 in Review

Newton One Investments sold out of Consumer Portfolio Services (CPSS) in Q1 2025, closing a stake of 1,500 shares — an estimated $16.3K sold.

Newton One Investments first reported a position in CPSS in Q4 2020 and held it in 5 quarters. The position peaked at $16.3K in Q4 2024. 52 funds tracked by Wall St. Rank hold CPSS as of Q1 2025.

  • Newton One Investments reported no remaining Consumer Portfolio Services position as of Q1 2025 after selling out during the quarter.
  • Newton One Investments sold 1,500 Consumer Portfolio Services shares in Q1 2025, an estimated $16.3K.
  • Newton One Investments first reported a position in Consumer Portfolio Services in Q4 2020 and held it in 5 quarters.
  • Newton One Investments's Consumer Portfolio Services position peaked at $16.3K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q1 2025.

Based on Newton One Investments's 13F filing for Q1 2025, filed 21 Apr 2025.