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Avior Wealth Management’s Insperity NSP Stock Holding History

Avior Wealth Management’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
2024
Q4 		– Sell
-1
Closed -$88 – 2522
2024
Q3 		$88 Buy
+1
New +$93 ﹤0.01% 2267
2024
Q2 		– Sell
-119
Closed -$13K – 3204
2024
Q1 		$13K Buy
+119
New +$12.7K ﹤0.01% 1770

Other funds holding NSP

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Avior Wealth Management's NSP Position: Q4 2024 in Review

Avior Wealth Management sold out of Insperity (NSP) in Q4 2024, closing a stake of 1 share — an estimated $88 sold.

Avior Wealth Management first reported a position in NSP in Q1 2024 and held it in 2 quarters. The position peaked at $13K in Q1 2024. 288 funds tracked by Wall St. Rank hold NSP as of Q4 2024.

  • Avior Wealth Management reported no remaining Insperity position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Insperity share in Q4 2024, an estimated $88.
  • Avior Wealth Management first reported a position in Insperity in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Insperity position peaked at $13K in Q1 2024.
  • 288 funds tracked by Wall St. Rank held Insperity as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.