SLWA
NSP icon

San Luis Wealth Advisors’s Insperity NSP Stock Holding History

San Luis 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
2023
Q4 		– Sell
-2,426
Closed -$237K – 72
2023
Q3 		$237K Sell
2,426
-2,077
-46% -$217K 0.11% 62
2023
Q2 		$536K Buy
+4,503
New +$535K 0.19% 111

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

San Luis Wealth Advisors's NSP Position: Q4 2023 in Review

San Luis Wealth Advisors sold out of Insperity (NSP) in Q4 2023, closing a stake of 2,426 shares — an estimated $237K sold.

San Luis Wealth Advisors first reported a position in NSP in Q2 2023 and held it in 2 quarters. The position peaked at $536K in Q2 2023. 334 funds tracked by Wall St. Rank hold NSP as of Q4 2023.

  • San Luis Wealth Advisors reported no remaining Insperity position as of Q4 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 2,426 Insperity shares in Q4 2023, an estimated $237K.
  • San Luis Wealth Advisors first reported a position in Insperity in Q2 2023 and held it in 2 quarters.
  • San Luis Wealth Advisors's Insperity position peaked at $536K in Q2 2023.
  • 334 funds tracked by Wall St. Rank held Insperity as of Q4 2023.

Based on San Luis Wealth Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.