PCS
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Personal CFO Solutions’s Insperity NSP Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-2,507
Closed -$221K – 564
2024
Q3 		$221K Sell
2,507
-139
-5% -$12.9K 0.03% 511
2024
Q2 		$241K Sell
2,646
-133
-5% -$13.5K 0.04% 447
2024
Q1 		$305K Sell
2,779
-627
-18% -$66.7K 0.05% 391
2023
Q4 		$399K Buy
3,406
+169
+5% +$18.3K 0.07% 291
2023
Q3 		$316K Buy
3,237
+227
+8% +$23.7K 0.06% 306
2023
Q2 		$358K Buy
3,010
+314
+12% +$37.3K 0.07% 288
2023
Q1 		$328K Buy
2,696
+8
+0.3% +$935 0.07% 284
2022
Q4 		$305K Sell
2,688
-104
-4% -$11.8K 0.06% 291
2022
Q3 		$285K Sell
2,792
-20
-0.7% -$2.15K 0.07% 263
2022
Q2 		$281K Sell
2,812
-199
-7% -$19.7K 0.07% 284
2022
Q1 		$302K Buy
+3,011
New +$300K 0.06% 324

Other funds holding NSP

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal CFO Solutions's NSP Position: Q4 2024 in Review

Personal CFO Solutions sold out of Insperity (NSP) in Q4 2024, closing a stake of 2,507 shares — an estimated $221K sold.

Personal CFO Solutions first reported a position in NSP in Q1 2022 and held it in 11 quarters. The position peaked at $399K in Q4 2023. 288 funds tracked by Wall St. Rank hold NSP as of Q4 2024.

  • Personal CFO Solutions reported no remaining Insperity position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 2,507 Insperity shares in Q4 2024, an estimated $221K.
  • Personal CFO Solutions first reported a position in Insperity in Q1 2022 and held it in 11 quarters.
  • Personal CFO Solutions's Insperity position peaked at $399K in Q4 2023.
  • 288 funds tracked by Wall St. Rank held Insperity as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.