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Crewe Advisors’s Insperity NSP Stock Holding History

Crewe Advisors’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
-79
Closed -$7.21K – 904
2024
Q2 		$7.21K Buy
+79
New +$8K ﹤0.01% 739
2023
Q2 		– Sell
-171
Closed -$20.8K – 972
2023
Q1 		$20.8K Hold
171
– – ﹤0.01% 422
2022
Q4 		$19.4K Hold
171
– – ﹤0.01% 427
2022
Q3 		$17K Hold
171
– – ﹤0.01% 513
2022
Q2 		$17K Buy
+171
New +$16.9K ﹤0.01% 466

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

Crewe Advisors's NSP Position: Q3 2024 in Review

Crewe Advisors sold out of Insperity (NSP) in Q3 2024, closing a stake of 79 shares — an estimated $7.21K sold.

Crewe Advisors first reported a position in NSP in Q2 2022 and held it in 5 quarters. The position peaked at $20.8K in Q1 2023. 309 funds tracked by Wall St. Rank hold NSP as of Q3 2024.

  • Crewe Advisors reported no remaining Insperity position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 79 Insperity shares in Q3 2024, an estimated $7.21K.
  • Crewe Advisors first reported a position in Insperity in Q2 2022 and held it in 5 quarters.
  • Crewe Advisors's Insperity position peaked at $20.8K in Q1 2023.
  • 309 funds tracked by Wall St. Rank held Insperity as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.