Key Financial Inc’s Insperity NSP Stock Holding History

Key Financial Inc’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 Q4	–	Sell	-36	Closed	-$3.17K	–	1397
2024 Q3	$3.17K	Hold	36	–	–	﹤0.01%	1053
2024 Q2	$3.28K	Hold	36	–	–	﹤0.01%	1040
2024 Q1	$3.95K	Hold	36	–	–	﹤0.01%	1010
2023 Q4	$4.22K	Hold	36	–	–	﹤0.01%	981
2023 Q3	$3.51K	Hold	36	–	–	﹤0.01%	1028
2023 Q2	$4.28K	Buy	+36	New	+$4.27K	﹤0.01%	982

Other funds holding NSP

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

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

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

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