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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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Key Financial Inc's NSP Position: Q4 2024 in Review

Key Financial Inc sold out of Insperity (NSP) in Q4 2024, closing a stake of 36 shares — an estimated $3.17K sold.

Key Financial Inc first reported a position in NSP in Q2 2023 and held it in 6 quarters. The position peaked at $4.28K in Q2 2023. 288 funds tracked by Wall St. Rank hold NSP as of Q4 2024.

  • Key Financial Inc reported no remaining Insperity position as of Q4 2024 after selling out during the quarter.
  • Key Financial Inc sold 36 Insperity shares in Q4 2024, an estimated $3.17K.
  • Key Financial Inc first reported a position in Insperity in Q2 2023 and held it in 6 quarters.
  • Key Financial Inc's Insperity position peaked at $4.28K in Q2 2023.
  • 288 funds tracked by Wall St. Rank held Insperity as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.