CFFP
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Center for Financial Planning’s Insperity NSP Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-24
Closed -$2K – 627
2022
Q3 		$2K Buy
+24
New +$2.58K ﹤0.01% 541

Other funds holding NSP

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Center for Financial Planning's NSP Position: Q4 2022 in Review

Center for Financial Planning sold out of Insperity (NSP) in Q4 2022, closing a stake of 24 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in NSP in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 318 funds tracked by Wall St. Rank hold NSP as of Q4 2022.

  • Center for Financial Planning reported no remaining Insperity position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 24 Insperity shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Insperity in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Insperity position peaked at $2K in Q3 2022.
  • 318 funds tracked by Wall St. Rank held Insperity as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.