BOK Financial’s Insperity NSP Stock Holding History

BOK Financial’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 Q3	–	Sell	-4	Closed	-$365	–	1454
2024 Q2	$365	Hold	4	–	–	﹤0.01%	1111
2024 Q1	$430	Buy	+4	New	+$425	﹤0.01%	1121

Other funds holding NSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BOK Financial's NSP Position: Q3 2024 in Review

BOK Financial sold out of Insperity (NSP) in Q3 2024, closing a stake of 4 shares — an estimated $365 sold.

BOK Financial first reported a position in NSP in Q1 2024 and held it in 2 quarters. The position peaked at $430 in Q1 2024. 309 funds tracked by Wall St. Rank hold NSP as of Q3 2024.

BOK Financial reported no remaining Insperity position as of Q3 2024 after selling out during the quarter.
BOK Financial sold 4 Insperity shares in Q3 2024, an estimated $365.
BOK Financial first reported a position in Insperity in Q1 2024 and held it in 2 quarters.
BOK Financial's Insperity position peaked at $430 in Q1 2024.
309 funds tracked by Wall St. Rank held Insperity as of Q3 2024.

Based on BOK Financial's 13F filing for Q3 2024, filed 14 Nov 2024.