Claraphi Advisory Network’s Insperity NSP Stock Holding History

Claraphi Advisory Network’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	-2,801	Closed	-$310K	–	321
2021 Q3	$310K	Sell	2,801 -617	-18%	-$63.4K	0.11%	211
2021 Q2	$309K	Buy	3,418 +11	+0.3%	+$982	0.09%	234
2021 Q1	$285K	Sell	3,407 -244	-7%	-$20.7K	0.08%	245
2020 Q4	$297K	Sell	3,651 -589	-14%	-$48.4K	0.08%	214
2020 Q3	$278K	Sell	4,240 -2,524	-37%	-$168K	0.1%	181
2020 Q2	$438K	Buy	6,764 +30	+0.4%	+$1.5K	0.19%	114
2020 Q1	$251K	Sell	6,734 -693	-9%	-$49.2K	0.12%	157
2019 Q4	$639K	Buy	+7,427	New	+$646K	0.39%	59

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