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FDx Advisors’s Insperity NSP Stock Holding History

FDx 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
2023
Q3 		– Sell
-3,783
Closed -$450K – 731
2023
Q2 		$450K Buy
3,783
+509
+16% +$60.4K 0.02% 474
2023
Q1 		$372K Hold
3,274
– – 0.02% 486
2022
Q4 		$372K Sell
3,274
-1,320
-29% -$149K 0.02% 486
2022
Q3 		$469K Sell
4,594
-168
-4% -$18K 0.02% 420
2022
Q2 		$475K Sell
4,762
-311
-6% -$30.8K 0.02% 496
2022
Q1 		$509K Buy
5,073
+285
+6% +$28.4K 0.02% 503
2021
Q4 		$566K Buy
4,788
+757
+19% +$89.4K 0.02% 499
2021
Q3 		$446K Sell
4,031
-299
-7% -$30.7K 0.01% 548
2021
Q2 		$391K Buy
+4,330
New +$386K 0.01% 578
2019
Q4 		– Sell
-2,190
Closed -$216K – 644
2019
Q3 		$216K Sell
2,190
-251
-10% -$27.3K 0.01% 581
2019
Q2 		$298K Buy
2,441
+72
+3% +$8.68K 0.01% 634
2019
Q1 		$293K Sell
2,369
-2,412
-50% -$275K 0.01% 606
2018
Q4 		$446K Sell
4,781
-1,284
-21% -$133K 0.04% 325
2018
Q3 		$715K Sell
6,065
-923
-13% -$100K 0.03% 420
2018
Q2 		$666K Buy
+6,988
New +$601K 0.02% 465

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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 $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FDx Advisors's NSP Position: Q3 2023 in Review

FDx Advisors sold out of Insperity (NSP) in Q3 2023, closing a stake of 3,783 shares — an estimated $450K sold.

FDx Advisors first reported a position in NSP in Q2 2018 and held it in 15 quarters. The position peaked at $715K in Q3 2018. 325 funds tracked by Wall St. Rank hold NSP as of Q3 2023.

  • FDx Advisors reported no remaining Insperity position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 3,783 Insperity shares in Q3 2023, an estimated $450K.
  • FDx Advisors first reported a position in Insperity in Q2 2018 and held it in 15 quarters.
  • FDx Advisors's Insperity position peaked at $715K in Q3 2018.
  • 325 funds tracked by Wall St. Rank held Insperity as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.