Gradient Investments’s Insperity NSP Stock Holding History

Gradient Investments’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
2021 Q3	–	Sell	-88	Closed	-$8K	–	1218
2021 Q2	$8K	Buy	+88	New	+$7.85K	﹤0.01%	802

Other funds holding NSP

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

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

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

Gradient Investments's NSP Position: Q3 2021 in Review

Gradient Investments sold out of Insperity (NSP) in Q3 2021, closing a stake of 88 shares — an estimated $8K sold.

Gradient Investments first reported a position in NSP in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 270 funds tracked by Wall St. Rank hold NSP as of Q3 2021.

Gradient Investments reported no remaining Insperity position as of Q3 2021 after selling out during the quarter.
Gradient Investments sold 88 Insperity shares in Q3 2021, an estimated $8K.
Gradient Investments first reported a position in Insperity in Q2 2021 and held it in 1 quarter.
Gradient Investments's Insperity position peaked at $8K in Q2 2021.
270 funds tracked by Wall St. Rank held Insperity as of Q3 2021.

Based on Gradient Investments's 13F filing for Q3 2021, filed 18 Oct 2021.