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 $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

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AllianceBernstein

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

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