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Linscomb Wealth’s Insperity NSP Stock Holding History

Linscomb Wealth’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
-2,591
Closed -$294K – 306
2022
Q4 		$294K Buy
+2,591
New +$293K 0.01% 284
2022
Q2 		– Sell
-2,490
Closed -$250K – 317
2022
Q1 		$250K Hold
2,490
– – 0.01% 309
2021
Q4 		$294K Hold
2,490
– – 0.01% 278
2021
Q3 		$276K Buy
2,490
+1
+0% +$103 0.01% 279
2021
Q2 		$225K Sell
2,489
-623
-20% -$55.6K 0.01% 306
2021
Q1 		$261K Buy
3,112
+12
+0.4% +$1.02K 0.01% 285
2020
Q4 		$252K Sell
3,100
-89
-3% -$7.31K 0.02% 275
2020
Q3 		$209K Buy
+3,189
New +$213K 0.01% 277
2020
Q2 		– Sell
-11,973
Closed -$447K – 350
2020
Q1 		$447K Sell
11,973
-3,802
-24% -$270K 0.04% 274
2019
Q4 		$1.36M Buy
+15,775
New +$1.37M 0.09% 156

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Linscomb Wealth's NSP Position: Q1 2023 in Review

Linscomb Wealth sold out of Insperity (NSP) in Q1 2023, closing a stake of 2,591 shares — an estimated $294K sold.

Linscomb Wealth first reported a position in NSP in Q4 2019 and held it in 10 quarters. The position peaked at $1.36M in Q4 2019. 333 funds tracked by Wall St. Rank hold NSP as of Q1 2023.

  • Linscomb Wealth reported no remaining Insperity position as of Q1 2023 after selling out during the quarter.
  • Linscomb Wealth sold 2,591 Insperity shares in Q1 2023, an estimated $294K.
  • Linscomb Wealth first reported a position in Insperity in Q4 2019 and held it in 10 quarters.
  • Linscomb Wealth's Insperity position peaked at $1.36M in Q4 2019.
  • 333 funds tracked by Wall St. Rank held Insperity as of Q1 2023.

Based on Linscomb Wealth's 13F filing for Q1 2023, filed 11 May 2023.