CPA
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Capital Performance Advisors’s Insperity NSP Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-6
Closed -$528 – 1810
2024
Q3 		$528 Buy
+6
New +$556 ﹤0.01% 2221

Other funds holding NSP

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Capital Performance Advisors's NSP Position: Q4 2024 in Review

Capital Performance Advisors sold out of Insperity (NSP) in Q4 2024, closing a stake of 6 shares — an estimated $528 sold.

Capital Performance Advisors first reported a position in NSP in Q3 2024 and held it in 1 quarter. The position peaked at $528 in Q3 2024. 288 funds tracked by Wall St. Rank hold NSP as of Q4 2024.

  • Capital Performance Advisors reported no remaining Insperity position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 6 Insperity shares in Q4 2024, an estimated $528.
  • Capital Performance Advisors first reported a position in Insperity in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Insperity position peaked at $528 in Q3 2024.
  • 288 funds tracked by Wall St. Rank held Insperity as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.