Avestar Capital’s Insperity NSP Stock Holding History

Avestar Capital’s Portfolio NSP Stock Details NSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,513	Closed	-$299K	–	382
2023 Q2	$299K	Sell	2,513 -295	-11%	-$35K	0.05%	234
2023 Q1	$341K	Buy	2,808 +140	+5%	+$16.4K	0.06%	203
2022 Q4	$303K	Sell	2,668 -1,304	-33%	-$148K	0.05%	208
2022 Q3	$406K	Buy	3,972 +78	+2%	+$8.38K	0.1%	148
2022 Q2	$389K	Sell	3,894 -290	-7%	-$28.7K	0.1%	152
2022 Q1	$420K	Buy	4,184 +238	+6%	+$23.7K	0.07%	256
2021 Q4	$466K	Buy	3,946 +771	+24%	+$91K	0.06%	271
2021 Q3	$352K	Sell	3,175 -282	-8%	-$29K	0.05%	310
2021 Q2	$312K	Buy	+3,457	New	+$309K	0.04%	319

Other funds holding NSP

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

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America

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

Geode Capital Management

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Dimensional Fund Advisors

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