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Sonora Investment Management’s Insperity NSP Stock Holding History

Sonora 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
2021
Q3 		$3K Buy
+24
New +$2.46K ﹤0.01% 947
2015
Q4 		– Sell
-224
Closed -$5K – 1036
2015
Q3 		$5K Buy
+224
New +$5.33K ﹤0.01% 727

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sonora Investment Management's NSP Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Insperity (NSP) in Q3 2021: 24 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in NSP as recently as Q3 2015.

Sonora Investment Management first reported a position in NSP in Q3 2015 and has held it in 2 quarters since. The position peaked at $5K in Q3 2015. 270 funds tracked by Wall St. Rank hold NSP as of Q3 2021.

  • Sonora Investment Management held 24 shares of Insperity worth $3K as of Q3 2021.
  • Insperity was a new Sonora Investment Management position in Q3 2021.
  • Insperity made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #947 holding.
  • Sonora Investment Management first reported a position in Insperity in Q3 2015 and has held it in 2 quarters since.
  • Sonora Investment Management's Insperity position peaked at $5K in Q3 2015.
  • 270 funds tracked by Wall St. Rank held Insperity as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.