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CSat Investment Advisory’s Insperity NSP Stock Holding History

CSat Investment 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
2020
Q2 		– Sell
-155
Closed -$6K – 1148
2020
Q1 		$6K Buy
155
+20
+15% +$1.42K ﹤0.01% 1009
2019
Q4 		$12K Buy
135
+16
+13% +$1.39K ﹤0.01% 939
2019
Q3 		$12K Buy
119
+25
+27% +$2.71K ﹤0.01% 861
2019
Q2 		$11K Buy
+94
New +$11.3K ﹤0.01% 854

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

CSat Investment Advisory's NSP Position: Q2 2020 in Review

CSat Investment Advisory sold out of Insperity (NSP) in Q2 2020, closing a stake of 155 shares — an estimated $6K sold.

CSat Investment Advisory first reported a position in NSP in Q2 2019 and held it in 4 quarters. The position peaked at $12K in Q4 2019. 250 funds tracked by Wall St. Rank hold NSP as of Q2 2020.

  • CSat Investment Advisory reported no remaining Insperity position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 155 Insperity shares in Q2 2020, an estimated $6K.
  • CSat Investment Advisory first reported a position in Insperity in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's Insperity position peaked at $12K in Q4 2019.
  • 250 funds tracked by Wall St. Rank held Insperity as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.