KWM
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Kingsview Wealth Management’s Insperity NSP Stock Holding History

Kingsview Wealth Management’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
Q2 		– Sell
-8,305
Closed -$711K – 979
2021
Q1 		$711K Buy
+8,305
New +$706K 0.04% 428

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingsview Wealth Management's NSP Position: Q2 2021 in Review

Kingsview Wealth Management sold out of Insperity (NSP) in Q2 2021, closing a stake of 8,305 shares — an estimated $711K sold.

Kingsview Wealth Management first reported a position in NSP in Q1 2021 and held it in 1 quarter. The position peaked at $711K in Q1 2021. 273 funds tracked by Wall St. Rank hold NSP as of Q2 2021.

  • Kingsview Wealth Management reported no remaining Insperity position as of Q2 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,305 Insperity shares in Q2 2021, an estimated $711K.
  • Kingsview Wealth Management first reported a position in Insperity in Q1 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Insperity position peaked at $711K in Q1 2021.
  • 273 funds tracked by Wall St. Rank held Insperity as of Q2 2021.

Based on Kingsview Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.