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Lake Point Wealth Management’s Insperity NSP Stock Holding History

Lake Point 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
2020
Q1 		$1K Hold
20
– – ﹤0.01% 342
2019
Q4 		$2K Buy
+20
New +$1.74K ﹤0.01% 502
2019
Q2 		$2K Hold
20
– – ﹤0.01% 548
2019
Q1 		$2K Sell
20
-130
-87% -$14.8K ﹤0.01% 546
2018
Q4 		$14K Buy
+150
New +$15.6K 0.01% 405

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Point Wealth Management's NSP Position: Q1 2020 in Review

Lake Point Wealth Management held its Insperity (NSP) position steady in Q1 2020 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Lake Point Wealth Management first reported a position in NSP in Q4 2018 and has held it in 5 quarters since. The position peaked at $14K in Q4 2018. 239 funds tracked by Wall St. Rank hold NSP as of Q1 2020.

  • Lake Point Wealth Management held 20 shares of Insperity worth $1K as of Q1 2020.
  • Lake Point Wealth Management left its Insperity share count unchanged in Q1 2020.
  • Insperity made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #342 holding.
  • Lake Point Wealth Management first reported a position in Insperity in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Insperity position peaked at $14K in Q4 2018.
  • 239 funds tracked by Wall St. Rank held Insperity as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.