Creative Financial Designs’s Insperity NSP Stock Holding History

Creative Financial Designs’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	-18	Closed	-$2K	–	1363
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	1313
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	1336
2021 Q1	$2K	Hold	18	–	–	﹤0.01%	1224
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	1198
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	1169
2020 Q2	$1K	Buy	+18	New	+$901	﹤0.01%	1115

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Financial Designs's NSP Position: Q4 2021 in Review

Creative Financial Designs sold out of Insperity (NSP) in Q4 2021, closing a stake of 18 shares — an estimated $2K sold.

Creative Financial Designs first reported a position in NSP in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 281 funds tracked by Wall St. Rank hold NSP as of Q4 2021.

Creative Financial Designs reported no remaining Insperity position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 18 Insperity shares in Q4 2021, an estimated $2K.
Creative Financial Designs first reported a position in Insperity in Q2 2020 and held it in 6 quarters.
Creative Financial Designs's Insperity position peaked at $2K in Q3 2021.
281 funds tracked by Wall St. Rank held Insperity as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.