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Sowell Financial Services’s Insperity NSP Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-38
Closed -$3K – 3241
2020
Q4 		$3K Buy
+38
New +$3.12K ﹤0.01% 2406
2020
Q2 		– Sell
-233
Closed -$9K – 2599
2020
Q1 		$9K Buy
233
+222
+2,018% +$15.7K ﹤0.01% 1641
2019
Q4 		$1K Sell
11
-11
-50% -$957 ﹤0.01% 2389
2019
Q3 		$2K Buy
+22
New +$2.39K ﹤0.01% 2107

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's NSP Position: Q1 2021 in Review

Sowell Financial Services sold out of Insperity (NSP) in Q1 2021, closing a stake of 38 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in NSP in Q3 2019 and held it in 4 quarters. The position peaked at $9K in Q1 2020. 284 funds tracked by Wall St. Rank hold NSP as of Q1 2021.

  • Sowell Financial Services reported no remaining Insperity position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 38 Insperity shares in Q1 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Insperity in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Insperity position peaked at $9K in Q1 2020.
  • 284 funds tracked by Wall St. Rank held Insperity as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.