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Ritholtz Wealth Management’s Insperity NSP Stock Holding History

Ritholtz Wealth Management’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
2023
Q3 		– Sell
-5,386
Closed -$641K – 730
2023
Q2 		$641K Sell
5,386
-27
-0.5% -$3.21K 0.03% 375
2023
Q1 		$658K Buy
5,413
+3,348
+162% +$391K 0.03% 349
2022
Q4 		$235K Buy
+2,065
New +$234K 0.01% 502

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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 $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ritholtz Wealth Management's NSP Position: Q3 2023 in Review

Ritholtz Wealth Management sold out of Insperity (NSP) in Q3 2023, closing a stake of 5,386 shares — an estimated $641K sold.

Ritholtz Wealth Management first reported a position in NSP in Q4 2022 and held it in 3 quarters. The position peaked at $658K in Q1 2023. 325 funds tracked by Wall St. Rank hold NSP as of Q3 2023.

  • Ritholtz Wealth Management reported no remaining Insperity position as of Q3 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 5,386 Insperity shares in Q3 2023, an estimated $641K.
  • Ritholtz Wealth Management first reported a position in Insperity in Q4 2022 and held it in 3 quarters.
  • Ritholtz Wealth Management's Insperity position peaked at $658K in Q1 2023.
  • 325 funds tracked by Wall St. Rank held Insperity as of Q3 2023.

Based on Ritholtz Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.