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Laurel Wealth Advisors (California)’s Insperity NSP Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$295K Sell
2,597
-333
-11% -$37.7K 0.03% 514
2022
Q3 		$299K Hold
2,930
– – 0.03% 485
2022
Q2 		$292K Sell
2,930
-745
-20% -$73.8K 0.03% 501
2022
Q1 		$370K Buy
3,675
+85
+2% +$8.47K 0.03% 519
2021
Q4 		$424K Buy
+3,590
New +$424K 0.03% 500

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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 $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Laurel Wealth Advisors (California)'s NSP Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Insperity (NSP) stake by 11% in Q4 2022, selling an estimated $37.7K and leaving 2,597 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #514.

Laurel Wealth Advisors (California) first reported a position in NSP in Q4 2021 and has held it in 5 quarters since. The position peaked at $424K in Q4 2021. 318 funds tracked by Wall St. Rank hold NSP as of Q4 2022.

  • Laurel Wealth Advisors (California) held 2,597 shares of Insperity worth $295K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 333 Insperity shares in Q4 2022, an estimated $37.7K.
  • Insperity made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #514 holding.
  • Laurel Wealth Advisors (California) first reported a position in Insperity in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Insperity position peaked at $424K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Insperity as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.