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Fernwood Investment Management’s Insperity NSP Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-132
Closed -$14.5K – 529
2024
Q1 		$14.5K Buy
+132
New +$14K ﹤0.01% 500

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fernwood Investment Management's NSP Position: Q2 2024 in Review

Fernwood Investment Management sold out of Insperity (NSP) in Q2 2024, closing a stake of 132 shares — an estimated $14.5K sold.

Fernwood Investment Management first reported a position in NSP in Q1 2024 and held it in 1 quarter. The position peaked at $14.5K in Q1 2024. 327 funds tracked by Wall St. Rank hold NSP as of Q2 2024.

  • Fernwood Investment Management reported no remaining Insperity position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 132 Insperity shares in Q2 2024, an estimated $14.5K.
  • Fernwood Investment Management first reported a position in Insperity in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Insperity position peaked at $14.5K in Q1 2024.
  • 327 funds tracked by Wall St. Rank held Insperity as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.