Financial Gravity Asset Management’s Insperity NSP Stock Holding History

Financial Gravity Asset 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	-7	Closed	-$773	–	2086
2024 Q1	$773	Buy	+7	New	+$744	﹤0.01%	1283
2023 Q3	–	Sell	-119	Closed	-$647	–	1590
2023 Q2	$647	Buy	+119	New	+$14.1K	﹤0.01%	941
2023 Q1	–	Sell	-114	Closed	-$643	–	1480
2022 Q4	$643	Buy	+114	New	+$12.9K	﹤0.01%	763
2020 Q2	–	Sell	-17	Closed	-$646	–	588
2020 Q1	$646	Sell	17 -34	-67%	-$2.41K	﹤0.01%	517
2019 Q4	$86K	Buy	51 +44	+629%	+$3.83K	0.06%	383
2019 Q3	$1K	Hold	7	–	–	﹤0.01%	1076
2019 Q2	$1K	Sell	7 -9	-56%	-$1.08K	﹤0.01%	1099
2019 Q1	$2K	Buy	+16	New	+$1.83K	﹤0.01%	972
2018 Q3	$2K	Sell	19 -4	-17%	-$435	﹤0.01%	983
2018 Q2	$3K	Buy	23 +2	+10%	+$172	﹤0.01%	901
2018 Q1	$2K	Buy	+21	New	+$1.34K	﹤0.01%	980

Other funds holding NSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Gravity Asset Management's NSP Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Insperity (NSP) in Q2 2024, closing a stake of 7 shares — an estimated $773 sold.

Financial Gravity Asset Management first reported a position in NSP in Q1 2018 and held it in 11 quarters. The position peaked at $86K in Q4 2019. 327 funds tracked by Wall St. Rank hold NSP as of Q2 2024.

Financial Gravity Asset Management reported no remaining Insperity position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 7 Insperity shares in Q2 2024, an estimated $773.
Financial Gravity Asset Management first reported a position in Insperity in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Insperity position peaked at $86K in Q4 2019.
327 funds tracked by Wall St. Rank held Insperity as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.