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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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $3.56B AUM 21.74% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valeo Financial Advisors's NSP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Insperity (NSP) in Q2 2021, closing a stake of 25 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in NSP in Q2 2019 and held it in 6 quarters. The position peaked at $49K in Q2 2019. 273 funds tracked by Wall St. Rank hold NSP as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Insperity position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 25 Insperity shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Insperity in Q2 2019 and held it in 6 quarters.
  • Valeo Financial Advisors's Insperity position peaked at $49K in Q2 2019.
  • 273 funds tracked by Wall St. Rank held Insperity as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.