IAA
NSP icon

Independent Advisor Alliance’s Insperity NSP Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-4,745
Closed -$397K – 638
2021
Q1 		$397K Sell
4,745
-4,726
-50% -$402K 0.02% 420
2020
Q4 		$771K Buy
9,471
+4,103
+76% +$337K 0.05% 261
2020
Q3 		$352K Sell
5,368
-9,472
-64% -$632K 0.03% 358
2020
Q2 		$961K Buy
+14,840
New +$743K 0.1% 161

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
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
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Advisor Alliance's NSP Position: Q2 2021 in Review

Independent Advisor Alliance sold out of Insperity (NSP) in Q2 2021, closing a stake of 4,745 shares — an estimated $397K sold.

Independent Advisor Alliance first reported a position in NSP in Q2 2020 and held it in 4 quarters. The position peaked at $961K in Q2 2020. 273 funds tracked by Wall St. Rank hold NSP as of Q2 2021.

  • Independent Advisor Alliance reported no remaining Insperity position as of Q2 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,745 Insperity shares in Q2 2021, an estimated $397K.
  • Independent Advisor Alliance first reported a position in Insperity in Q2 2020 and held it in 4 quarters.
  • Independent Advisor Alliance's Insperity position peaked at $961K in Q2 2020.
  • 273 funds tracked by Wall St. Rank held Insperity as of Q2 2021.

Based on Independent Advisor Alliance's 13F filing for Q2 2021, filed 12 Aug 2021.