SWP
NSP icon

Stratos Wealth Partners’s Insperity NSP Stock Holding History

Stratos Wealth Partners’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
2024
Q4 		– Sell
-2,790
Closed -$246K – 1513
2024
Q3 		$246K Buy
+2,790
New +$258K ﹤0.01% 1240
2024
Q2 		– Sell
-3,039
Closed -$333K – 1427
2024
Q1 		$333K Buy
+3,039
New +$323K 0.01% 1061
2019
Q3 		– Sell
-2,403
Closed -$293K – 987
2019
Q2 		$293K Buy
2,403
+79
+3% +$9.52K 0.01% 746
2019
Q1 		$287K Buy
+2,324
New +$265K 0.01% 733
2018
Q4 		– Sell
-6,222
Closed -$734K – 1917
2018
Q3 		$734K Sell
6,222
-41
-0.7% -$4.46K 0.03% 410
2018
Q2 		$597K Buy
+6,263
New +$539K 0.03% 511

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Stratos Wealth Partners's NSP Position: Q4 2024 in Review

Stratos Wealth Partners sold out of Insperity (NSP) in Q4 2024, closing a stake of 2,790 shares — an estimated $246K sold.

Stratos Wealth Partners first reported a position in NSP in Q2 2018 and held it in 6 quarters. The position peaked at $734K in Q3 2018. 288 funds tracked by Wall St. Rank hold NSP as of Q4 2024.

  • Stratos Wealth Partners reported no remaining Insperity position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,790 Insperity shares in Q4 2024, an estimated $246K.
  • Stratos Wealth Partners first reported a position in Insperity in Q2 2018 and held it in 6 quarters.
  • Stratos Wealth Partners's Insperity position peaked at $734K in Q3 2018.
  • 288 funds tracked by Wall St. Rank held Insperity as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.