Baldwin Wealth Partners’s Insperity NSP Stock Holding History

Baldwin Wealth Partners’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	-14	Closed	-$1.23K	–	754
2024 Q3	$1.23K	Buy	+14	New	+$1.3K	﹤0.01%	997

Other funds holding NSP

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

BlackRock New York $5.72T AUM 30.48% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Baldwin Wealth Partners's NSP Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Insperity (NSP) in Q4 2024, closing a stake of 14 shares — an estimated $1.23K sold.

Baldwin Wealth Partners first reported a position in NSP in Q3 2024 and held it in 1 quarter. The position peaked at $1.23K in Q3 2024. 288 funds tracked by Wall St. Rank hold NSP as of Q4 2024.

Baldwin Wealth Partners reported no remaining Insperity position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 14 Insperity shares in Q4 2024, an estimated $1.23K.
Baldwin Wealth Partners first reported a position in Insperity in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's Insperity position peaked at $1.23K in Q3 2024.
288 funds tracked by Wall St. Rank held Insperity as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.