BDO Wealth Advisors’s Insperity NSP Stock Holding History

BDO Wealth Advisors’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
2019 Q3	–	Sell	-40	Closed	-$5K	–	645
2019 Q2	$5K	Hold	40	–	–	﹤0.01%	494
2019 Q1	$5K	Buy	+40	New	+$4.56K	﹤0.01%	470

Other funds holding NSP

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BDO Wealth Advisors's NSP Position: Q3 2019 in Review

BDO Wealth Advisors sold out of Insperity (NSP) in Q3 2019, closing a stake of 40 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in NSP in Q1 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 318 funds tracked by Wall St. Rank hold NSP as of Q3 2019.

BDO Wealth Advisors reported no remaining Insperity position as of Q3 2019 after selling out during the quarter.
BDO Wealth Advisors sold 40 Insperity shares in Q3 2019, an estimated $5K.
BDO Wealth Advisors first reported a position in Insperity in Q1 2019 and held it in 2 quarters.
BDO Wealth Advisors's Insperity position peaked at $5K in Q2 2019.
318 funds tracked by Wall St. Rank held Insperity as of Q3 2019.

Based on BDO Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.