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Wealthspire Advisors (Maryland)’s Insperity NSP Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q4 		– Sell
-76
Closed -$9K – 2525
2018
Q3 		$9K Sell
76
-261
-77% -$28.4K ﹤0.01% 1567
2018
Q2 		$32K Sell
337
-1,129
-77% -$97.1K ﹤0.01% 1127
2018
Q1 		$102K Buy
1,466
+70
+5% +$4.47K 0.01% 707
2017
Q4 		$80K Buy
1,396
+104
+8% +$5.5K 0.01% 805
2017
Q3 		$57K Buy
+1,292
New +$51.1K 0.01% 923
2017
Q2 		– Sell
-400
Closed -$18K – 2244
2017
Q1 		$18K Buy
+400
New +$15.9K ﹤0.01% 1124

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NSP Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Insperity (NSP) in Q4 2018, closing a stake of 76 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in NSP in Q1 2017 and held it in 6 quarters. The position peaked at $102K in Q1 2018. 320 funds tracked by Wall St. Rank hold NSP as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Insperity position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 76 Insperity shares in Q4 2018, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Insperity in Q1 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Insperity position peaked at $102K in Q1 2018.
  • 320 funds tracked by Wall St. Rank held Insperity as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.