NewSquare Capital’s Insperity NSP Stock Holding History

NewSquare Capital’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
2021 Q1	–	Sell	-5,305	Closed	-$432K	–	345
2020 Q4	$432K	Buy	+5,305	New	+$436K	0.06%	131

Other funds holding NSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 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

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

NewSquare Capital's NSP Position: Q1 2021 in Review

NewSquare Capital sold out of Insperity (NSP) in Q1 2021, closing a stake of 5,305 shares — an estimated $432K sold.

NewSquare Capital first reported a position in NSP in Q4 2020 and held it in 1 quarter. The position peaked at $432K in Q4 2020. 284 funds tracked by Wall St. Rank hold NSP as of Q1 2021.

NewSquare Capital reported no remaining Insperity position as of Q1 2021 after selling out during the quarter.
NewSquare Capital sold 5,305 Insperity shares in Q1 2021, an estimated $432K.
NewSquare Capital first reported a position in Insperity in Q4 2020 and held it in 1 quarter.
NewSquare Capital's Insperity position peaked at $432K in Q4 2020.
284 funds tracked by Wall St. Rank held Insperity as of Q1 2021.

Based on NewSquare Capital's 13F filing for Q1 2021, filed 10 May 2021.