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Financial Gravity Companies’s Insperity NSP Stock Holding History

Financial Gravity Companies’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
Q4 		– Sell
-16
Closed -$1.41K – 1001
2024
Q3 		$1.41K Buy
+16
New +$1.48K ﹤0.01% 545
2018
Q4 		$2K Buy
+18
New +$1.87K ﹤0.01% 941
2018
Q1 		$2K Buy
21
+1
+5% +$64 ﹤0.01% 980
2017
Q4 		$1K Buy
+20
New +$1.06K ﹤0.01% 1176

Other funds holding NSP

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Companies's NSP Position: Q4 2024 in Review

Financial Gravity Companies sold out of Insperity (NSP) in Q4 2024, closing a stake of 16 shares — an estimated $1.41K sold.

Financial Gravity Companies first reported a position in NSP in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q4 2018. 288 funds tracked by Wall St. Rank hold NSP as of Q4 2024.

  • Financial Gravity Companies reported no remaining Insperity position as of Q4 2024 after selling out during the quarter.
  • Financial Gravity Companies sold 16 Insperity shares in Q4 2024, an estimated $1.41K.
  • Financial Gravity Companies first reported a position in Insperity in Q4 2017 and held it in 4 quarters.
  • Financial Gravity Companies's Insperity position peaked at $2K in Q4 2018.
  • 288 funds tracked by Wall St. Rank held Insperity as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.