WealthShield Partners’s Insperity NSP Stock Holding History

WealthShield Partners’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	-100	Closed	-$8K	–	1019
2021 Q1	$8K	Buy	+100	New	+$8.5K	﹤0.01%	860

Other funds holding NSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthShield Partners's NSP Position: Q2 2021 in Review

WealthShield Partners sold out of Insperity (NSP) in Q2 2021, closing a stake of 100 shares — an estimated $8K sold.

WealthShield Partners first reported a position in NSP in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 273 funds tracked by Wall St. Rank hold NSP as of Q2 2021.

WealthShield Partners reported no remaining Insperity position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 100 Insperity shares in Q2 2021, an estimated $8K.
WealthShield Partners first reported a position in Insperity in Q1 2021 and held it in 1 quarter.
WealthShield Partners's Insperity position peaked at $8K in Q1 2021.
273 funds tracked by Wall St. Rank held Insperity as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.