Founders Capital Management (Texas)’s Insperity NSP Stock Holding History

Founders Capital Management (Texas)’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 Q4	–	Sell	-60	Closed	-$5.86K	–	395
2023 Q3	$5.86K	Hold	60	–	–	﹤0.01%	331
2023 Q2	$7.14K	Hold	60	–	–	0.01%	330
2023 Q1	$7K	Hold	60	–	–	0.01%	338
2022 Q4	$7K	Hold	60	–	–	0.01%	324
2022 Q3	$6K	Hold	60	–	–	﹤0.01%	333
2022 Q2	$6K	Sell	60 -210	-78%	-$20.8K	﹤0.01%	355
2022 Q1	$32K	Hold	270	–	–	0.02%	161
2021 Q4	$32K	Hold	270	–	–	0.02%	161
2021 Q3	$30K	Hold	270	–	–	0.02%	170
2021 Q2	$24K	Hold	270	–	–	0.02%	188
2021 Q1	$23K	Hold	270	–	–	0.02%	180
2020 Q4	$22K	Buy	+270	New	+$22.2K	0.02%	181
2020 Q1	$21K	Hold	570	–	–	0.02%	146
2019 Q4	$49K	Hold	570	–	–	0.04%	106
2019 Q3	$56K	Hold	570	–	–	0.04%	105
2019 Q2	$70K	Hold	570	–	–	0.06%	93
2019 Q1	$70K	Hold	570	–	–	0.07%	92
2018 Q4	$53K	Hold	570	–	–	0.06%	100
2018 Q3	$67K	Hold	570	–	–	0.06%	102
2018 Q2	$54K	Hold	570	–	–	0.05%	114
2018 Q1	$40K	Hold	570	–	–	0.03%	151
2017 Q4	$33K	Hold	570	–	–	0.03%	169
2017 Q3	$25K	Hold	570	–	–	0.02%	187
2017 Q2	$20K	Hold	570	–	–	0.02%	206
2017 Q1	$25K	Buy	+570	New	+$22.7K	0.02%	191

Other funds holding NSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Founders Capital Management (Texas)'s NSP Position: Q4 2023 in Review

Founders Capital Management (Texas) sold out of Insperity (NSP) in Q4 2023, closing a stake of 60 shares — an estimated $5.86K sold.

Founders Capital Management (Texas) first reported a position in NSP in Q1 2017 and held it in 25 quarters. The position peaked at $70K in Q2 2019. 334 funds tracked by Wall St. Rank hold NSP as of Q4 2023.

Founders Capital Management (Texas) reported no remaining Insperity position as of Q4 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 60 Insperity shares in Q4 2023, an estimated $5.86K.
Founders Capital Management (Texas) first reported a position in Insperity in Q1 2017 and held it in 25 quarters.
Founders Capital Management (Texas)'s Insperity position peaked at $70K in Q2 2019.
334 funds tracked by Wall St. Rank held Insperity as of Q4 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2023, filed 8 Jan 2024.