Iowa State Bank’s Insperity NSP Stock Holding History

Iowa State Bank’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 Q4	–	Sell	-3,386	Closed	-$346K	–	120
2022 Q3	$346K	Buy	+3,386	New	+$364K	0.1%	92

Other funds holding NSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Iowa State Bank's NSP Position: Q4 2022 in Review

Iowa State Bank sold out of Insperity (NSP) in Q4 2022, closing a stake of 3,386 shares — an estimated $346K sold.

Iowa State Bank first reported a position in NSP in Q3 2022 and held it in 1 quarter. The position peaked at $346K in Q3 2022. 318 funds tracked by Wall St. Rank hold NSP as of Q4 2022.

Iowa State Bank reported no remaining Insperity position as of Q4 2022 after selling out during the quarter.
Iowa State Bank sold 3,386 Insperity shares in Q4 2022, an estimated $346K.
Iowa State Bank first reported a position in Insperity in Q3 2022 and held it in 1 quarter.
Iowa State Bank's Insperity position peaked at $346K in Q3 2022.
318 funds tracked by Wall St. Rank held Insperity as of Q4 2022.

Based on Iowa State Bank's 13F filing for Q4 2022, filed 6 Jan 2023.