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Measured Wealth Private Client Group’s Insperity NSP Stock Holding History

Measured Wealth Private Client 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
2023
Q3 		– Sell
-2,631
Closed -$313K – 180
2023
Q2 		$313K Sell
2,631
-275
-9% -$32.6K 0.12% 133
2023
Q1 		$353K Buy
+2,906
New +$340K 0.14% 115
2018
Q4 		– Sell
-52
Closed -$6K – 490
2018
Q3 		$6K Buy
+52
New +$5.65K ﹤0.01% 674

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Measured Wealth Private Client Group's NSP Position: Q3 2023 in Review

Measured Wealth Private Client Group sold out of Insperity (NSP) in Q3 2023, closing a stake of 2,631 shares — an estimated $313K sold.

Measured Wealth Private Client Group first reported a position in NSP in Q3 2018 and held it in 3 quarters. The position peaked at $353K in Q1 2023. 325 funds tracked by Wall St. Rank hold NSP as of Q3 2023.

  • Measured Wealth Private Client Group reported no remaining Insperity position as of Q3 2023 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 2,631 Insperity shares in Q3 2023, an estimated $313K.
  • Measured Wealth Private Client Group first reported a position in Insperity in Q3 2018 and held it in 3 quarters.
  • Measured Wealth Private Client Group's Insperity position peaked at $353K in Q1 2023.
  • 325 funds tracked by Wall St. Rank held Insperity as of Q3 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2023, filed 18 Oct 2023.