Level Four Advisory Services’s Insperity NSP Stock Holding History

Level Four Advisory Services’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
2023 Q1	–	Sell	-3,671	Closed	-$417K	–	807
2022 Q4	$417K	Sell	3,671 -221	-6%	-$25K	0.03%	431
2022 Q3	$397K	Buy	3,892 +356	+10%	+$38.2K	0.04%	359
2022 Q2	$353K	Buy	+3,536	New	+$350K	0.03%	412
2018 Q4	–	Sell	-2,122	Closed	-$250K	–	559
2018 Q3	$250K	Hold	2,122	–	–	0.03%	506
2018 Q2	$202K	Buy	+2,122	New	+$182K	0.01%	584

Other funds holding NSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Level Four Advisory Services's NSP Position: Q1 2023 in Review

Level Four Advisory Services sold out of Insperity (NSP) in Q1 2023, closing a stake of 3,671 shares — an estimated $417K sold.

Level Four Advisory Services first reported a position in NSP in Q2 2018 and held it in 5 quarters. The position peaked at $417K in Q4 2022. 333 funds tracked by Wall St. Rank hold NSP as of Q1 2023.

Level Four Advisory Services reported no remaining Insperity position as of Q1 2023 after selling out during the quarter.
Level Four Advisory Services sold 3,671 Insperity shares in Q1 2023, an estimated $417K.
Level Four Advisory Services first reported a position in Insperity in Q2 2018 and held it in 5 quarters.
Level Four Advisory Services's Insperity position peaked at $417K in Q4 2022.
333 funds tracked by Wall St. Rank held Insperity as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.