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Insight Wealth Strategies’s Insperity NSP Stock Holding History

Insight Wealth Strategies’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
-10,163
Closed -$918K – 193
2021
Q2 		$918K Sell
10,163
-1,840
-15% -$164K 0.13% 107
2021
Q1 		$1M Buy
12,003
+928
+8% +$78.9K 0.13% 102
2020
Q4 		$902K Buy
11,075
+299
+3% +$24.6K 0.15% 78
2020
Q3 		$706K Buy
10,776
+4,792
+80% +$320K 0.13% 77
2020
Q2 		$387K Buy
+5,984
New +$300K 0.09% 105

Other funds holding NSP

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Insight Wealth Strategies's NSP Position: Q3 2021 in Review

Insight Wealth Strategies sold out of Insperity (NSP) in Q3 2021, closing a stake of 10,163 shares — an estimated $918K sold.

Insight Wealth Strategies first reported a position in NSP in Q2 2020 and held it in 5 quarters. The position peaked at $1M in Q1 2021. 270 funds tracked by Wall St. Rank hold NSP as of Q3 2021.

  • Insight Wealth Strategies reported no remaining Insperity position as of Q3 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 10,163 Insperity shares in Q3 2021, an estimated $918K.
  • Insight Wealth Strategies first reported a position in Insperity in Q2 2020 and held it in 5 quarters.
  • Insight Wealth Strategies's Insperity position peaked at $1M in Q1 2021.
  • 270 funds tracked by Wall St. Rank held Insperity as of Q3 2021.

Based on Insight Wealth Strategies's 13F filing for Q3 2021, filed 28 Oct 2021.