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Trivant Custom Portfolio Group’s Insperity NSP Stock Holding History

Trivant Custom Portfolio Group’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
Q3 		– Sell
-250
Closed -$22.8K – 189
2024
Q2 		$22.8K Sell
250
-200
-44% -$20.3K 0.01% 122
2024
Q1 		$49.3K Hold
450
– – 0.03% 97
2023
Q4 		$52.7K Hold
450
– – 0.04% 103
2023
Q3 		$43.9K Buy
+450
New +$47K 0.03% 97

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Trivant Custom Portfolio Group's NSP Position: Q3 2024 in Review

Trivant Custom Portfolio Group sold out of Insperity (NSP) in Q3 2024, closing a stake of 250 shares — an estimated $22.8K sold.

Trivant Custom Portfolio Group first reported a position in NSP in Q3 2023 and held it in 4 quarters. The position peaked at $52.7K in Q4 2023. 309 funds tracked by Wall St. Rank hold NSP as of Q3 2024.

  • Trivant Custom Portfolio Group reported no remaining Insperity position as of Q3 2024 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 250 Insperity shares in Q3 2024, an estimated $22.8K.
  • Trivant Custom Portfolio Group first reported a position in Insperity in Q3 2023 and held it in 4 quarters.
  • Trivant Custom Portfolio Group's Insperity position peaked at $52.7K in Q4 2023.
  • 309 funds tracked by Wall St. Rank held Insperity as of Q3 2024.

Based on Trivant Custom Portfolio Group's 13F filing for Q3 2024, filed 4 Oct 2024.