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Vestmark Advisory Solutions’s Insperity NSP Stock Holding History

Vestmark Advisory Solutions’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
Q3 		– Sell
-2,347
Closed -$279K – 730
2023
Q2 		$279K Buy
+2,347
New +$279K 0.01% 725
2022
Q2 		– Sell
-2,221
Closed -$223K – 903
2022
Q1 		$223K Buy
2,221
+310
+16% +$30.9K 0.01% 822
2021
Q4 		$226K Buy
+1,911
New +$226K 0.01% 799

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vestmark Advisory Solutions's NSP Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of Insperity (NSP) in Q3 2023, closing a stake of 2,347 shares — an estimated $279K sold.

Vestmark Advisory Solutions first reported a position in NSP in Q4 2021 and held it in 3 quarters. The position peaked at $279K in Q2 2023. 325 funds tracked by Wall St. Rank hold NSP as of Q3 2023.

  • Vestmark Advisory Solutions reported no remaining Insperity position as of Q3 2023 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 2,347 Insperity shares in Q3 2023, an estimated $279K.
  • Vestmark Advisory Solutions first reported a position in Insperity in Q4 2021 and held it in 3 quarters.
  • Vestmark Advisory Solutions's Insperity position peaked at $279K in Q2 2023.
  • 325 funds tracked by Wall St. Rank held Insperity as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.