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

AllianceBernstein

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

Geode Capital Management

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

Dimensional Fund Advisors

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

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