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Whipplewood Advisors’s Insperity NSP Stock Holding History

Whipplewood 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
2025
Q1 		– Sell
-13
Closed -$1.01K – 1228
2024
Q4 		$1.01K Buy
+13
New +$1.05K ﹤0.01% 1019

Other funds holding NSP

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Whipplewood Advisors's NSP Position: Q1 2025 in Review

Whipplewood Advisors sold out of Insperity (NSP) in Q1 2025, closing a stake of 13 shares — an estimated $1.01K sold.

Whipplewood Advisors first reported a position in NSP in Q4 2024 and held it in 1 quarter. The position peaked at $1.01K in Q4 2024. 318 funds tracked by Wall St. Rank hold NSP as of Q1 2025.

  • Whipplewood Advisors reported no remaining Insperity position as of Q1 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 13 Insperity shares in Q1 2025, an estimated $1.01K.
  • Whipplewood Advisors first reported a position in Insperity in Q4 2024 and held it in 1 quarter.
  • Whipplewood Advisors's Insperity position peaked at $1.01K in Q4 2024.
  • 318 funds tracked by Wall St. Rank held Insperity as of Q1 2025.

Based on Whipplewood Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.