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VisionPoint Advisory Group’s Insperity NSP Stock Holding History

VisionPoint Advisory 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
Q2 		– Sell
-46
Closed -$5.04K – 863
2024
Q1 		$5.04K Buy
+46
New +$4.89K ﹤0.01% 540
2023
Q4 		– Sell
-1,070
Closed -$104K – 824
2023
Q3 		$104K Buy
+1,070
New +$112K 0.04% 189

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VisionPoint Advisory Group's NSP Position: Q2 2024 in Review

VisionPoint Advisory Group sold out of Insperity (NSP) in Q2 2024, closing a stake of 46 shares — an estimated $5.04K sold.

VisionPoint Advisory Group first reported a position in NSP in Q3 2023 and held it in 2 quarters. The position peaked at $104K in Q3 2023. 327 funds tracked by Wall St. Rank hold NSP as of Q2 2024.

  • VisionPoint Advisory Group reported no remaining Insperity position as of Q2 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 46 Insperity shares in Q2 2024, an estimated $5.04K.
  • VisionPoint Advisory Group first reported a position in Insperity in Q3 2023 and held it in 2 quarters.
  • VisionPoint Advisory Group's Insperity position peaked at $104K in Q3 2023.
  • 327 funds tracked by Wall St. Rank held Insperity as of Q2 2024.

Based on VisionPoint Advisory Group's 13F filing for Q2 2024, filed 1 Aug 2024.