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Connectus Wealth’s Insperity NSP Stock Holding History

Connectus Wealth’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
-10,180
Closed -$1.19M – 472
2023
Q4 		$1.19M Hold
10,180
– – 0.02% 314
2023
Q3 		$994K Hold
10,180
– – 0.02% 312
2023
Q2 		$1.21M Hold
10,180
– – 0.03% 267
2023
Q1 		$1.24M Hold
10,180
– – 0.03% 269
2022
Q4 		$1.16M Hold
10,180
– – 0.03% 273
2022
Q3 		$1.04M Hold
10,180
– – 0.02% 332
2022
Q2 		$1.02M Hold
10,180
– – 0.02% 273
2022
Q1 		$1.2M Hold
10,180
– – 0.04% 218
2021
Q4 		$1.2M Buy
+10,180
New +$1.2M 0.05% 198

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Connectus Wealth's NSP Position: Q1 2024 in Review

Connectus Wealth sold out of Insperity (NSP) in Q1 2024, closing a stake of 10,180 shares — an estimated $1.19M sold.

Connectus Wealth first reported a position in NSP in Q4 2021 and held it in 9 quarters. The position peaked at $1.24M in Q1 2023. 322 funds tracked by Wall St. Rank hold NSP as of Q1 2024.

  • Connectus Wealth reported no remaining Insperity position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 10,180 Insperity shares in Q1 2024, an estimated $1.19M.
  • Connectus Wealth first reported a position in Insperity in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's Insperity position peaked at $1.24M in Q1 2023.
  • 322 funds tracked by Wall St. Rank held Insperity as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.