HWM
NSP icon

Hohimer Wealth Management’s Insperity NSP Stock Holding History

Hohimer 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
2024
Q3 		– Sell
-3,410
Closed -$311K – 251
2024
Q2 		$311K Sell
3,410
-34
-1% -$3.44K 0.07% 183
2024
Q1 		$377K Sell
3,444
-827
-19% -$87.9K 0.09% 176
2023
Q4 		$501K Buy
4,271
+164
+4% +$17.7K 0.13% 153
2023
Q3 		$401K Hold
4,107
– – 0.11% 156
2023
Q2 		$489K Buy
+4,107
New +$488K 0.13% 149

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hohimer Wealth Management's NSP Position: Q3 2024 in Review

Hohimer Wealth Management sold out of Insperity (NSP) in Q3 2024, closing a stake of 3,410 shares — an estimated $311K sold.

Hohimer Wealth Management first reported a position in NSP in Q2 2023 and held it in 5 quarters. The position peaked at $501K in Q4 2023. 309 funds tracked by Wall St. Rank hold NSP as of Q3 2024.

  • Hohimer Wealth Management reported no remaining Insperity position as of Q3 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 3,410 Insperity shares in Q3 2024, an estimated $311K.
  • Hohimer Wealth Management first reported a position in Insperity in Q2 2023 and held it in 5 quarters.
  • Hohimer Wealth Management's Insperity position peaked at $501K in Q4 2023.
  • 309 funds tracked by Wall St. Rank held Insperity as of Q3 2024.

Based on Hohimer Wealth Management's 13F filing for Q3 2024, filed 19 Nov 2024.