Wealth Alliance’s Insperity NSP Stock Holding History

Wealth Alliance’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	-1,719	Closed	-$205K	–	520
2023 Q2	$205K	Sell	1,719 -96	-5%	-$11.4K	0.03%	472
2023 Q1	$221K	Buy	+1,815	New	+$212K	0.04%	451

Other funds holding NSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Alliance's NSP Position: Q3 2023 in Review

Wealth Alliance sold out of Insperity (NSP) in Q3 2023, closing a stake of 1,719 shares — an estimated $205K sold.

Wealth Alliance first reported a position in NSP in Q1 2023 and held it in 2 quarters. The position peaked at $221K in Q1 2023. 325 funds tracked by Wall St. Rank hold NSP as of Q3 2023.

Wealth Alliance reported no remaining Insperity position as of Q3 2023 after selling out during the quarter.
Wealth Alliance sold 1,719 Insperity shares in Q3 2023, an estimated $205K.
Wealth Alliance first reported a position in Insperity in Q1 2023 and held it in 2 quarters.
Wealth Alliance's Insperity position peaked at $221K in Q1 2023.
325 funds tracked by Wall St. Rank held Insperity as of Q3 2023.

Based on Wealth Alliance's 13F filing for Q3 2023, filed 9 Nov 2023.