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Heritage Financial Services’s Insperity NSP Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-16
Closed -$1K – 331
2022
Q2 		$1K Buy
+16
New +$1.58K ﹤0.01% 470

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Vanguard Group
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Fidelity International
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heritage Financial Services's NSP Position: Q3 2022 in Review

Heritage Financial Services sold out of Insperity (NSP) in Q3 2022, closing a stake of 16 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in NSP in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 291 funds tracked by Wall St. Rank hold NSP as of Q3 2022.

  • Heritage Financial Services reported no remaining Insperity position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 16 Insperity shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in Insperity in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Insperity position peaked at $1K in Q2 2022.
  • 291 funds tracked by Wall St. Rank held Insperity as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.