Sutton Wealth Advisors’s Insperity NSP Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$10.7K	Hold	110	–	–	0.01%	456
2023 Q2	$13.1K	Buy	110 +25	+29%	+$2.97K	0.01%	418
2023 Q1	$10.3K	Buy	85 +2	+2%	+$234	0.01%	416
2022 Q4	$9.43K	Buy	83 +18	+28%	+$2.04K	﹤0.01%	965
2022 Q3	$6.64K	Buy	65 +62	+2,067%	+$6.66K	﹤0.01%	1007
2022 Q2	$299	Buy	+3	New	+$297	﹤0.01%	1540
2022 Q1	–	Sell	-4	Closed	-$472	–	1685
2021 Q4	$472	Buy	+4	New	+$472	﹤0.01%	1541
2018 Q4	–	Sell	-456	Closed	-$53.8K	–	1172
2018 Q3	$53.8K	Hold	456	–	–	0.04%	277
2018 Q2	$43.4K	Hold	456	–	–	0.03%	323
2018 Q1	$31.7K	Hold	456	–	–	0.02%	400
2017 Q4	$26.2K	Hold	456	–	–	0.02%	459
2017 Q3	$20.1K	Hold	456	–	–	0.02%	545
2017 Q2	$16.2K	Hold	456	–	–	0.01%	601
2017 Q1	$20.2K	Hold	456	–	–	0.02%	515
2016 Q4	$16.2K	Hold	456	–	–	0.01%	559
2016 Q3	$16.6K	Hold	456	–	–	0.02%	516
2016 Q2	$17.6K	Hold	456	–	–	0.02%	481
2016 Q1	$11.8K	Buy	+456	New	+$10.7K	0.01%	566

Other funds holding NSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sutton Wealth Advisors's NSP Position: Q3 2023 in Review

Sutton Wealth Advisors held its Insperity (NSP) position steady in Q3 2023 at 110 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #456.

Sutton Wealth Advisors first reported a position in NSP in Q1 2016 and has held it in 18 quarters since. The position peaked at $53.8K in Q3 2018. 325 funds tracked by Wall St. Rank hold NSP as of Q3 2023.

Sutton Wealth Advisors held 110 shares of Insperity worth $10.7K as of Q3 2023.
Sutton Wealth Advisors left its Insperity share count unchanged in Q3 2023.
Insperity made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #456 holding.
Sutton Wealth Advisors first reported a position in Insperity in Q1 2016 and has held it in 18 quarters since.
Sutton Wealth Advisors's Insperity position peaked at $53.8K in Q3 2018.
325 funds tracked by Wall St. Rank held Insperity as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.