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Wetzel Investment Advisors’s Insperity NSP Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-40
Closed -$4.38K – 639
2024
Q2 		$4.38K Hold
40
– – ﹤0.01% 610
2024
Q1 		$4.27K Hold
40
– – ﹤0.01% 706
2023
Q4 		$5K Buy
+40
New +$4.33K ﹤0.01% 690

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wetzel Investment Advisors's NSP Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Insperity (NSP) in Q3 2024, closing a stake of 40 shares — an estimated $4.38K sold.

Wetzel Investment Advisors first reported a position in NSP in Q4 2023 and held it in 3 quarters. The position peaked at $5K in Q4 2023. 309 funds tracked by Wall St. Rank hold NSP as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Insperity position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 40 Insperity shares in Q3 2024, an estimated $4.38K.
  • Wetzel Investment Advisors first reported a position in Insperity in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Insperity position peaked at $5K in Q4 2023.
  • 309 funds tracked by Wall St. Rank held Insperity as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.