AWM
GSHD icon

Accurate Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Accurate Wealth 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
2023
Q1 		– Sell
-6
Closed -$207 – 725
2022
Q4 		$207 Buy
+6
New +$225 ﹤0.01% 1585

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accurate Wealth Management's GSHD Position: Q1 2023 in Review

Accurate Wealth Management sold out of Goosehead Insurance (GSHD) in Q1 2023, closing a stake of 6 shares — an estimated $207 sold.

Accurate Wealth Management first reported a position in GSHD in Q4 2022 and held it in 1 quarter. The position peaked at $207 in Q4 2022. 176 funds tracked by Wall St. Rank hold GSHD as of Q1 2023.

  • Accurate Wealth Management reported no remaining Goosehead Insurance position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 6 Goosehead Insurance shares in Q1 2023, an estimated $207.
  • Accurate Wealth Management first reported a position in Goosehead Insurance in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Goosehead Insurance position peaked at $207 in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.