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Carolinas Wealth Consulting’s Insperity NSP Stock Holding History

Carolinas Wealth Consulting’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
-7
Closed -$819 – 1117
2023
Q4 		$819 Hold
7
– – ﹤0.01% 853
2023
Q3 		$740 Hold
7
– – ﹤0.01% 879
2023
Q2 		$831 Hold
7
– – ﹤0.01% 938
2023
Q1 		$851 Buy
+7
New +$819 ﹤0.01% 920

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

Carolinas Wealth Consulting's NSP Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Insperity (NSP) in Q1 2024, closing a stake of 7 shares — an estimated $819 sold.

Carolinas Wealth Consulting first reported a position in NSP in Q1 2023 and held it in 4 quarters. The position peaked at $851 in Q1 2023. 321 funds tracked by Wall St. Rank hold NSP as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Insperity position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 7 Insperity shares in Q1 2024, an estimated $819.
  • Carolinas Wealth Consulting first reported a position in Insperity in Q1 2023 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Insperity position peaked at $851 in Q1 2023.
  • 321 funds tracked by Wall St. Rank held Insperity as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.