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U.S. Capital Wealth Advisors’s Insperity NSP Stock Holding History

U.S. Capital 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
Q1 		– Sell
-248
Closed -$28.2K – 1212
2022
Q4 		$28.2K Buy
+248
New +$28.1K ﹤0.01% 1025

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

U.S. Capital Wealth Advisors's NSP Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Insperity (NSP) in Q1 2023, closing a stake of 248 shares — an estimated $28.2K sold.

U.S. Capital Wealth Advisors first reported a position in NSP in Q4 2022 and held it in 1 quarter. The position peaked at $28.2K in Q4 2022. 333 funds tracked by Wall St. Rank hold NSP as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Insperity position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 248 Insperity shares in Q1 2023, an estimated $28.2K.
  • U.S. Capital Wealth Advisors first reported a position in Insperity in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Insperity position peaked at $28.2K in Q4 2022.
  • 333 funds tracked by Wall St. Rank held Insperity as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.