1832 Asset Management
GSHD icon

1832 Asset Management’s Goosehead Insurance GSHD Stock Holding History

1832 Asset Management’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,595
Closed -$382K – 747
2021
Q1 		$382K Buy
3,595
+2,195
+157% +$297K ﹤0.01% 499
2020
Q4 		$172K Buy
+1,400
New +$160K ﹤0.01% 588

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

1832 Asset Management's GSHD Position: Q2 2021 in Review

1832 Asset Management sold out of Goosehead Insurance (GSHD) in Q2 2021, closing a stake of 3,595 shares — an estimated $382K sold.

1832 Asset Management first reported a position in GSHD in Q4 2020 and held it in 2 quarters. The position peaked at $382K in Q1 2021. 174 funds tracked by Wall St. Rank hold GSHD as of Q2 2021.

  • 1832 Asset Management reported no remaining Goosehead Insurance position as of Q2 2021 after selling out during the quarter.
  • 1832 Asset Management sold 3,595 Goosehead Insurance shares in Q2 2021, an estimated $382K.
  • 1832 Asset Management first reported a position in Goosehead Insurance in Q4 2020 and held it in 2 quarters.
  • 1832 Asset Management's Goosehead Insurance position peaked at $382K in Q1 2021.
  • 174 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2021.

Based on 1832 Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.