BSW
NSP icon

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Buckingham Strategic Wealth's NSP Position: Q4 2021 in Review

Buckingham Strategic Wealth sold out of Insperity (NSP) in Q4 2021, closing a stake of 75,347 shares — an estimated $8.34M sold.

Buckingham Strategic Wealth first reported a position in NSP in Q4 2018 and held it in 11 quarters. The position peaked at $12.7M in Q2 2019. 281 funds tracked by Wall St. Rank hold NSP as of Q4 2021.

  • Buckingham Strategic Wealth reported no remaining Insperity position as of Q4 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 75,347 Insperity shares in Q4 2021, an estimated $8.34M.
  • Buckingham Strategic Wealth first reported a position in Insperity in Q4 2018 and held it in 11 quarters.
  • Buckingham Strategic Wealth's Insperity position peaked at $12.7M in Q2 2019.
  • 281 funds tracked by Wall St. Rank held Insperity as of Q4 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.