Continuum Advisory’s Insperity NSP Stock Holding History

Continuum Advisory’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 Q3	–	Sell	-7	Closed	-$638	–	1981
2024 Q2	$638	Hold	7	–	–	﹤0.01%	1559
2024 Q1	$732	Buy	+7	New	+$744	﹤0.01%	1529

Other funds holding NSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Continuum Advisory's NSP Position: Q3 2024 in Review

Continuum Advisory sold out of Insperity (NSP) in Q3 2024, closing a stake of 7 shares — an estimated $638 sold.

Continuum Advisory first reported a position in NSP in Q1 2024 and held it in 2 quarters. The position peaked at $732 in Q1 2024. 309 funds tracked by Wall St. Rank hold NSP as of Q3 2024.

Continuum Advisory reported no remaining Insperity position as of Q3 2024 after selling out during the quarter.
Continuum Advisory sold 7 Insperity shares in Q3 2024, an estimated $638.
Continuum Advisory first reported a position in Insperity in Q1 2024 and held it in 2 quarters.
Continuum Advisory's Insperity position peaked at $732 in Q1 2024.
309 funds tracked by Wall St. Rank held Insperity as of Q3 2024.

Based on Continuum Advisory's 13F filing for Q3 2024, filed 15 Nov 2024.