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Concord Wealth Partners’s Insperity NSP Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-21
Closed -$2K – 784
2022
Q2 		$2K Hold
21
– – ﹤0.01% 1040
2022
Q1 		$2K Hold
21
– – ﹤0.01% 1117
2021
Q4 		$2K Buy
+21
New +$2.48K ﹤0.01% 1144
2021
Q3 		– Sell
-21
Closed -$2K – 988
2021
Q2 		$2K Buy
+21
New +$1.87K ﹤0.01% 904

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concord Wealth Partners's NSP Position: Q3 2022 in Review

Concord Wealth Partners sold out of Insperity (NSP) in Q3 2022, closing a stake of 21 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in NSP in Q2 2021 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 291 funds tracked by Wall St. Rank hold NSP as of Q3 2022.

  • Concord Wealth Partners reported no remaining Insperity position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 21 Insperity shares in Q3 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Insperity in Q2 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Insperity position peaked at $2K in Q2 2022.
  • 291 funds tracked by Wall St. Rank held Insperity as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.