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Peak Financial Advisors’s Insperity NSP Stock Holding History

Peak Financial 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
2021
Q1 		– Sell
-21,981
Closed -$1.79M – 83
2020
Q4 		$1.79M Buy
+21,981
New +$1.8M 1.54% 23

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Peak Financial Advisors's NSP Position: Q1 2021 in Review

Peak Financial Advisors sold out of Insperity (NSP) in Q1 2021, closing a stake of 21,981 shares — an estimated $1.79M sold.

Peak Financial Advisors first reported a position in NSP in Q4 2020 and held it in 1 quarter. The position peaked at $1.79M in Q4 2020. 284 funds tracked by Wall St. Rank hold NSP as of Q1 2021.

  • Peak Financial Advisors reported no remaining Insperity position as of Q1 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 21,981 Insperity shares in Q1 2021, an estimated $1.79M.
  • Peak Financial Advisors first reported a position in Insperity in Q4 2020 and held it in 1 quarter.
  • Peak Financial Advisors's Insperity position peaked at $1.79M in Q4 2020.
  • 284 funds tracked by Wall St. Rank held Insperity as of Q1 2021.

Based on Peak Financial Advisors's 13F filing for Q1 2021, filed 11 May 2021.