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WESPAC Advisors’s Insperity NSP Stock Holding History

WESPAC Advisors’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
Q4 		– Sell
-3,000
Closed -$332K – 172
2021
Q3 		$332K Buy
+3,000
New +$308K 0.2% 127
2021
Q2 		– Sell
-3,000
Closed -$251K – 144
2021
Q1 		$251K Hold
3,000
– – 0.19% 138
2020
Q4 		$244K Buy
+3,000
New +$246K 0.19% 128

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WESPAC Advisors's NSP Position: Q4 2021 in Review

WESPAC Advisors sold out of Insperity (NSP) in Q4 2021, closing a stake of 3,000 shares — an estimated $332K sold.

WESPAC Advisors first reported a position in NSP in Q4 2020 and held it in 3 quarters. The position peaked at $332K in Q3 2021. 281 funds tracked by Wall St. Rank hold NSP as of Q4 2021.

  • WESPAC Advisors reported no remaining Insperity position as of Q4 2021 after selling out during the quarter.
  • WESPAC Advisors sold 3,000 Insperity shares in Q4 2021, an estimated $332K.
  • WESPAC Advisors first reported a position in Insperity in Q4 2020 and held it in 3 quarters.
  • WESPAC Advisors's Insperity position peaked at $332K in Q3 2021.
  • 281 funds tracked by Wall St. Rank held Insperity as of Q4 2021.

Based on WESPAC Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.