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Sunbelt Securities’s Insperity NSP Stock Holding History

Sunbelt Securities’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
Q2 		– Sell
-702
Closed -$76.9K – 1799
2024
Q1 		$76.9K Sell
702
-2
-0.3% -$213 0.01% 777
2023
Q4 		$82.5K Sell
704
-415
-37% -$44.9K 0.01% 716
2023
Q3 		$109K Buy
1,119
+3
+0.3% +$314 0.02% 633
2023
Q2 		$133K Buy
+1,116
New +$132K 0.02% 566

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Sunbelt Securities's NSP Position: Q2 2024 in Review

Sunbelt Securities sold out of Insperity (NSP) in Q2 2024, closing a stake of 702 shares — an estimated $76.9K sold.

Sunbelt Securities first reported a position in NSP in Q2 2023 and held it in 4 quarters. The position peaked at $133K in Q2 2023. 327 funds tracked by Wall St. Rank hold NSP as of Q2 2024.

  • Sunbelt Securities reported no remaining Insperity position as of Q2 2024 after selling out during the quarter.
  • Sunbelt Securities sold 702 Insperity shares in Q2 2024, an estimated $76.9K.
  • Sunbelt Securities first reported a position in Insperity in Q2 2023 and held it in 4 quarters.
  • Sunbelt Securities's Insperity position peaked at $133K in Q2 2023.
  • 327 funds tracked by Wall St. Rank held Insperity as of Q2 2024.

Based on Sunbelt Securities's 13F filing for Q2 2024, filed 16 Aug 2024.