HGWM
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Harvest Group Wealth Management’s Insperity NSP Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-22
Closed -$1K – 833
2019
Q4 		$1K Hold
22
– – ﹤0.01% 819
2019
Q3 		$2K Hold
22
– – ﹤0.01% 733
2019
Q2 		$2K Hold
22
– – ﹤0.01% 578
2019
Q1 		$3K Buy
+22
New +$2.51K ﹤0.01% 524

Other funds holding NSP

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
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Group Wealth Management's NSP Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Insperity (NSP) in Q1 2020, closing a stake of 22 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in NSP in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 239 funds tracked by Wall St. Rank hold NSP as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Insperity position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 22 Insperity shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Insperity in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Insperity position peaked at $3K in Q1 2019.
  • 239 funds tracked by Wall St. Rank held Insperity as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.