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Glassman Wealth Services’s Insperity NSP Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-6
Closed -$703 – 1253
2023
Q4 		$703 Sell
6
-3
-33% -$324 ﹤0.01% 1639
2023
Q3 		$878 Buy
+9
New +$941 ﹤0.01% 1591
2020
Q1 		– Sell
-4
Closed – – 1411
2019
Q4 		$0 Buy
+4
New +$348 ﹤0.01% 1381

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Glassman Wealth Services's NSP Position: Q1 2024 in Review

Glassman Wealth Services sold out of Insperity (NSP) in Q1 2024, closing a stake of 6 shares — an estimated $703 sold.

Glassman Wealth Services first reported a position in NSP in Q4 2019 and held it in 3 quarters. The position peaked at $878 in Q3 2023. 321 funds tracked by Wall St. Rank hold NSP as of Q1 2024.

  • Glassman Wealth Services reported no remaining Insperity position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 6 Insperity shares in Q1 2024, an estimated $703.
  • Glassman Wealth Services first reported a position in Insperity in Q4 2019 and held it in 3 quarters.
  • Glassman Wealth Services's Insperity position peaked at $878 in Q3 2023.
  • 321 funds tracked by Wall St. Rank held Insperity as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.