MFG
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Magnus Financial Group’s Insperity NSP Stock Holding History

Magnus Financial Group’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
2020
Q3 		– Sell
-3,554
Closed -$230K – 521
2020
Q2 		$230K Buy
+3,554
New +$178K 0.03% 508
2019
Q4 		– Sell
-2,777
Closed -$274K – 615
2019
Q3 		$274K Hold
2,777
– – 0.05% 295
2019
Q2 		$339K Hold
2,777
– – 0.07% 202
2019
Q1 		$343K Hold
2,777
– – 0.07% 192
2018
Q4 		$259K Buy
+2,777
New +$289K 0.07% 238

Other funds holding NSP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Magnus Financial Group's NSP Position: Q3 2020 in Review

Magnus Financial Group sold out of Insperity (NSP) in Q3 2020, closing a stake of 3,554 shares — an estimated $230K sold.

Magnus Financial Group first reported a position in NSP in Q4 2018 and held it in 5 quarters. The position peaked at $343K in Q1 2019. 260 funds tracked by Wall St. Rank hold NSP as of Q3 2020.

  • Magnus Financial Group reported no remaining Insperity position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 3,554 Insperity shares in Q3 2020, an estimated $230K.
  • Magnus Financial Group first reported a position in Insperity in Q4 2018 and held it in 5 quarters.
  • Magnus Financial Group's Insperity position peaked at $343K in Q1 2019.
  • 260 funds tracked by Wall St. Rank held Insperity as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.