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Outlook Wealth Advisors’s Insperity NSP Stock Holding History

Outlook Wealth Advisors’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
2019
Q4 		– Sell
-3,182
Closed -$314K – 156
2019
Q3 		$314K Buy
3,182
+89
+3% +$9.66K 0.19% 126
2019
Q2 		$378K Buy
3,093
+198
+7% +$23.9K 0.25% 100
2019
Q1 		$358K Buy
2,895
+2,358
+439% +$269K 0.29% 87
2018
Q4 		$501K Buy
+537
New +$55.8K 0.23% 113

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Outlook Wealth Advisors's NSP Position: Q4 2019 in Review

Outlook Wealth Advisors sold out of Insperity (NSP) in Q4 2019, closing a stake of 3,182 shares — an estimated $314K sold.

Outlook Wealth Advisors first reported a position in NSP in Q4 2018 and held it in 4 quarters. The position peaked at $501K in Q4 2018. 274 funds tracked by Wall St. Rank hold NSP as of Q4 2019.

  • Outlook Wealth Advisors reported no remaining Insperity position as of Q4 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 3,182 Insperity shares in Q4 2019, an estimated $314K.
  • Outlook Wealth Advisors first reported a position in Insperity in Q4 2018 and held it in 4 quarters.
  • Outlook Wealth Advisors's Insperity position peaked at $501K in Q4 2018.
  • 274 funds tracked by Wall St. Rank held Insperity as of Q4 2019.

Based on Outlook Wealth Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.