SSWM
NSP icon

Sheets Smith Wealth Management’s Insperity NSP Stock Holding History

Sheets Smith 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
2019
Q3 		– Sell
-3,993
Closed -$488K – 313
2019
Q2 		$488K Buy
+3,993
New +$481K 0.1% 208
2018
Q4 		– Sell
-4,766
Closed -$562K – 306
2018
Q3 		$562K Buy
4,766
+141
+3% +$15.3K 0.12% 198
2018
Q2 		$441K Buy
+4,625
New +$398K 0.1% 210
2017
Q2 		– Sell
-6,512
Closed -$289K – 307
2017
Q1 		$289K Sell
6,512
-13,068
-67% -$520K 0.08% 239
2016
Q4 		$695K Sell
19,580
-1,260
-6% -$45.5K 0.2% 143
2016
Q3 		$757K Sell
20,840
-1,038
-5% -$37.2K 0.21% 145
2016
Q2 		$845K Buy
+21,878
New +$707K 0.25% 134

Other funds holding NSP

BlackRock
BlackRock New York $5.7T 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
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return