MBM Wealth Consultants’s Insperity NSP Stock Holding History

MBM Wealth Consultants’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 Q2	–	Sell	-24	Closed	-$3K	–	219
2023 Q1	$3K	Hold	24	–	–	﹤0.01%	243
2022 Q4	$3K	Hold	24	–	–	﹤0.01%	294
2022 Q3	$3K	Sell	24 -1	-4%	-$107	﹤0.01%	244
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	253
2022 Q1	$2K	Hold	25	–	–	﹤0.01%	285
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	261
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	260
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	251
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	242
2020 Q4	$2K	Buy	+25	New	+$2.05K	﹤0.01%	219

Other funds holding NSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

MBM Wealth Consultants's NSP Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Insperity (NSP) in Q2 2023, closing a stake of 24 shares — an estimated $3K sold.

MBM Wealth Consultants first reported a position in NSP in Q4 2020 and held it in 10 quarters. The position peaked at $3K in Q1 2023. 330 funds tracked by Wall St. Rank hold NSP as of Q2 2023.

MBM Wealth Consultants reported no remaining Insperity position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 24 Insperity shares in Q2 2023, an estimated $3K.
MBM Wealth Consultants first reported a position in Insperity in Q4 2020 and held it in 10 quarters.
MBM Wealth Consultants's Insperity position peaked at $3K in Q1 2023.
330 funds tracked by Wall St. Rank held Insperity as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.