NFG
NSP icon

Next Financial Group’s Insperity NSP Stock Holding History

Next 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
2021
Q4 		$32K Buy
275
+8
+3% +$945 ﹤0.01% 1691
2021
Q3 		$30K Hold
267
– – ﹤0.01% 1647
2021
Q2 		$25K Hold
267
– – ﹤0.01% 1669
2021
Q1 		$23K Buy
267
+7
+3% +$595 ﹤0.01% 1591
2020
Q4 		$21K Hold
260
– – ﹤0.01% 1524
2020
Q3 		$17K Buy
+260
New +$17.3K ﹤0.01% 1475
2020
Q2 		– Sell
-124
Closed -$5K – 1450
2020
Q1 		$5K Buy
+124
New +$8.8K ﹤0.01% 1715

Other funds holding NSP

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's NSP Position: Q4 2021 in Review

Next Financial Group increased its Insperity (NSP) stake by 3% in Q4 2021, buying an estimated $945 and bringing the position to 275 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Next Financial Group first reported a position in NSP in Q1 2020 and has held it in 7 quarters since. 282 funds tracked by Wall St. Rank hold NSP as of Q4 2021.

  • Next Financial Group held 275 shares of Insperity worth $32K as of Q4 2021.
  • Next Financial Group bought 8 Insperity shares in Q4 2021, an estimated $945.
  • Insperity made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1691 holding.
  • Next Financial Group first reported a position in Insperity in Q1 2020 and has held it in 7 quarters since.
  • 282 funds tracked by Wall St. Rank held Insperity as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.