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Curi Wealth Management’s Insperity NSP Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-41
Closed -$4K – 527
2022
Q2 		$4K Hold
41
– – ﹤0.01% 475
2022
Q1 		$4K Hold
41
– – ﹤0.01% 428
2021
Q4 		$4K Buy
+41
New +$4.84K ﹤0.01% 388

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Curi Wealth Management's NSP Position: Q3 2022 in Review

Curi Wealth Management sold out of Insperity (NSP) in Q3 2022, closing a stake of 41 shares — an estimated $4K sold.

Curi Wealth Management first reported a position in NSP in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 291 funds tracked by Wall St. Rank hold NSP as of Q3 2022.

  • Curi Wealth Management reported no remaining Insperity position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 41 Insperity shares in Q3 2022, an estimated $4K.
  • Curi Wealth Management first reported a position in Insperity in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Insperity position peaked at $4K in Q2 2022.
  • 291 funds tracked by Wall St. Rank held Insperity as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.