VFA
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Valeo Financial Advisors’s Insperity NSP Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-25
Closed -$2K – 1358
2021
Q1 		$2K Buy
+25
New +$2.13K ﹤0.01% 1811
2020
Q3 		– Sell
-373
Closed -$24K – 1961
2020
Q2 		$24K Hold
373
– – ﹤0.01% 994
2020
Q1 		$15K Sell
373
-4
-1% -$284 ﹤0.01% 960
2019
Q4 		$32K Sell
377
-21
-5% -$1.83K ﹤0.01% 796
2019
Q3 		$39K Hold
398
– – ﹤0.01% 681
2019
Q2 		$49K Buy
+398
New +$48K 0.01% 604

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
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return