JOYN Advisors’s Insperity NSP Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-486	Closed	-$45K	–	960
2018 Q4	$45K	Sell	486 -144	-23%	-$15K	0.01%	380
2018 Q3	$74K	Sell	630 -192	-23%	-$20.9K	0.01%	289
2018 Q2	$78K	Sell	822 -873	-52%	-$75.1K	0.02%	282
2018 Q1	$118K	Buy	+1,695	New	+$108K	0.03%	218

Other funds holding NSP

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JOYN Advisors's NSP Position: Q1 2019 in Review

JOYN Advisors sold out of Insperity (NSP) in Q1 2019, closing a stake of 486 shares — an estimated $45K sold.

JOYN Advisors first reported a position in NSP in Q1 2018 and held it in 4 quarters. The position peaked at $118K in Q1 2018. 337 funds tracked by Wall St. Rank hold NSP as of Q1 2019.

JOYN Advisors reported no remaining Insperity position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 486 Insperity shares in Q1 2019, an estimated $45K.
JOYN Advisors first reported a position in Insperity in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Insperity position peaked at $118K in Q1 2018.
337 funds tracked by Wall St. Rank held Insperity as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.