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Rockbridge Investment Management’s Insperity NSP Stock Holding History

Rockbridge Investment 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
2022
Q3 		– Sell
-55
Closed -$5.49K – 430
2022
Q2 		$5.49K Hold
55
– – ﹤0.01% 445
2022
Q1 		$5.63K Sell
55
-915
-94% -$91.2K ﹤0.01% 601
2021
Q4 		$115K Hold
970
– – 0.02% 239
2021
Q3 		$107K Hold
970
– – 0.02% 223
2021
Q2 		$88K Hold
970
– – 0.01% 244
2021
Q1 		$81K Buy
970
+55
+6% +$4.68K 0.02% 238
2020
Q4 		$74K Hold
915
– – 0.02% 239
2020
Q3 		$60K Buy
+915
New +$61K 0.01% 249

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rockbridge Investment Management's NSP Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Insperity (NSP) in Q3 2022, closing a stake of 55 shares — an estimated $5.49K sold.

Rockbridge Investment Management first reported a position in NSP in Q3 2020 and held it in 8 quarters. The position peaked at $115K in Q4 2021. 291 funds tracked by Wall St. Rank hold NSP as of Q3 2022.

  • Rockbridge Investment Management reported no remaining Insperity position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 55 Insperity shares in Q3 2022, an estimated $5.49K.
  • Rockbridge Investment Management first reported a position in Insperity in Q3 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's Insperity position peaked at $115K in Q4 2021.
  • 291 funds tracked by Wall St. Rank held Insperity as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.