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DCM Advisors’s Insperity NSP Stock Holding History

DCM 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
2022
Q4 		– Sell
-4,001
Closed -$408K – 138
2022
Q3 		$408K Hold
4,001
– – 0.21% 112
2022
Q2 		$395K Hold
4,001
– – 0.17% 125
2022
Q1 		$402K Sell
4,001
-1,273
-24% -$127K 0.14% 134
2021
Q4 		$623K Buy
+5,274
New +$623K 0.18% 124

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 Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

DCM Advisors's NSP Position: Q4 2022 in Review

DCM Advisors sold out of Insperity (NSP) in Q4 2022, closing a stake of 4,001 shares — an estimated $408K sold.

DCM Advisors first reported a position in NSP in Q4 2021 and held it in 4 quarters. The position peaked at $623K in Q4 2021. 318 funds tracked by Wall St. Rank hold NSP as of Q4 2022.

  • DCM Advisors reported no remaining Insperity position as of Q4 2022 after selling out during the quarter.
  • DCM Advisors sold 4,001 Insperity shares in Q4 2022, an estimated $408K.
  • DCM Advisors first reported a position in Insperity in Q4 2021 and held it in 4 quarters.
  • DCM Advisors's Insperity position peaked at $623K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Insperity as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.