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TCI Wealth Advisors’s Insperity NSP Stock Holding History

TCI 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
Q2 		– Sell
-203
Closed -$24.7K – 1519
2023
Q1 		$24.7K Hold
203
– – ﹤0.01% 630
2022
Q4 		$23.1K Hold
203
– – ﹤0.01% 630
2022
Q3 		$21K Buy
+203
New +$21.8K ﹤0.01% 638

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

TCI Wealth Advisors's NSP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Insperity (NSP) in Q2 2023, closing a stake of 203 shares — an estimated $24.7K sold.

TCI Wealth Advisors first reported a position in NSP in Q3 2022 and held it in 3 quarters. The position peaked at $24.7K in Q1 2023. 330 funds tracked by Wall St. Rank hold NSP as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Insperity position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 203 Insperity shares in Q2 2023, an estimated $24.7K.
  • TCI Wealth Advisors first reported a position in Insperity in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Insperity position peaked at $24.7K in Q1 2023.
  • 330 funds tracked by Wall St. Rank held Insperity as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.