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LGT Financial Advisors’s Insperity NSP Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-66
Closed -$5.12K – 589
2024
Q4 		$5.12K Hold
66
– – 0.01% 544
2024
Q3 		$5.81K Hold
66
– – 0.01% 504
2024
Q2 		$6.02K Hold
66
– – 0.01% 563
2024
Q1 		$7.23K Hold
66
– – 0.01% 545
2023
Q4 		$7.74K Hold
66
– – 0.01% 536
2023
Q3 		$6.44K Buy
+66
New +$6.9K 0.01% 570
2023
Q2 		– Sell
-1,858
Closed -$226K – 213
2023
Q1 		$226K Buy
+1,858
New +$217K 0.42% 76

Other funds holding NSP

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LGT Financial Advisors's NSP Position: Q1 2025 in Review

LGT Financial Advisors sold out of Insperity (NSP) in Q1 2025, closing a stake of 66 shares — an estimated $5.12K sold.

LGT Financial Advisors first reported a position in NSP in Q1 2023 and held it in 7 quarters. The position peaked at $226K in Q1 2023. 318 funds tracked by Wall St. Rank hold NSP as of Q1 2025.

  • LGT Financial Advisors reported no remaining Insperity position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 66 Insperity shares in Q1 2025, an estimated $5.12K.
  • LGT Financial Advisors first reported a position in Insperity in Q1 2023 and held it in 7 quarters.
  • LGT Financial Advisors's Insperity position peaked at $226K in Q1 2023.
  • 318 funds tracked by Wall St. Rank held Insperity as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.