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BOK Financial Private Wealth’s Insperity NSP Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-22
Closed -$2.58K – 522
2023
Q4 		$2.58K Buy
+22
New +$2.38K ﹤0.01% 433

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BOK Financial Private Wealth's NSP Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Insperity (NSP) in Q1 2024, closing a stake of 22 shares — an estimated $2.58K sold.

BOK Financial Private Wealth first reported a position in NSP in Q4 2023 and held it in 1 quarter. The position peaked at $2.58K in Q4 2023. 321 funds tracked by Wall St. Rank hold NSP as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining Insperity position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 22 Insperity shares in Q1 2024, an estimated $2.58K.
  • BOK Financial Private Wealth first reported a position in Insperity in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's Insperity position peaked at $2.58K in Q4 2023.
  • 321 funds tracked by Wall St. Rank held Insperity as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.