Belpointe Asset Management’s Insperity NSP Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-1,271	Closed	-$154K	–	2382
2023 Q1	$154K	Buy	1,271 +33	+3%	+$3.86K	0.01%	1063
2022 Q4	$141K	Sell	1,238 -114	-8%	-$12.9K	0.01%	1053
2022 Q3	$138K	Buy	1,352 +22	+2%	+$2.36K	0.01%	997
2022 Q2	$133K	Sell	1,330 -126	-9%	-$12.5K	0.01%	995
2022 Q1	$147K	Sell	1,456 -831	-36%	-$82.8K	0.01%	1052
2021 Q4	$270K	Sell	2,287 -27	-1%	-$3.19K	0.02%	762
2021 Q3	$257K	Sell	2,314 -24	-1%	-$2.46K	0.02%	757
2021 Q2	$211K	Buy	+2,338	New	+$209K	0.02%	818

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

EARNEST Partners

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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