Buckingham Strategic Wealth’s Insperity NSP Stock Holding History

Buckingham Strategic 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
2021 Q4	–	Sell	-75,347	Closed	-$8.34M	–	620
2021 Q3	$8.34M	Sell	75,347 -7,774	-9%	-$798K	0.17%	66
2021 Q2	$7.51M	Sell	83,121 -5,417	-6%	-$483K	0.18%	73
2021 Q1	$7.41M	Sell	88,538 -3,232	-4%	-$275K	0.37%	59
2020 Q4	$7.47M	Sell	91,770 -6,938	-7%	-$570K	0.39%	59
2020 Q3	$6.46M	Sell	98,708 -2,249	-2%	-$150K	0.49%	47
2020 Q2	$6.54M	Sell	100,957 -1,052	-1%	-$52.7K	0.62%	38
2020 Q1	$3.81M	Buy	102,009 +100	+0.1%	+$7.09K	0.37%	58
2019 Q4	$8.77M	Sell	101,909 -572	-0.6%	-$49.8K	0.84%	25
2019 Q3	$10.1M	Sell	102,481 -1,128	-1%	-$122K	1.1%	19
2019 Q2	$12.7M	Buy	+103,609	New	+$12.5M	1.38%	18
2019 Q1	–	Sell	-118,648	Closed	-$11.1M	–	425
2018 Q4	$11.1M	Buy	+118,648	New	+$12.3M	1.69%	14

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

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

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Dimensional Fund Advisors

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