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Advisor Group’s Goosehead Insurance GSHD Stock Holding History

Advisor Group’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
2019
Q4 		$50K Sell
1,191
-29,543
-96% -$1.31M ﹤0.01% 3414
2019
Q3 		$1.52M Buy
30,734
+29,510
+2,411% +$1.36M 0.01% 906
2019
Q2 		$59K Sell
1,224
-973
-44% -$33.9K ﹤0.01% 3241
2019
Q1 		$61K Buy
+2,197
New +$62.9K ﹤0.01% 3245
2018
Q4 		– Sell
-36,156
Closed -$1.22M – 5143
2018
Q3 		$1.22M Buy
+36,156
New +$1.05M 0.01% 867

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Advisor Group's GSHD Position: Q4 2019 in Review

Advisor Group reduced its Goosehead Insurance (GSHD) stake by 96% in Q4 2019, selling an estimated $1.31M and leaving 1,191 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #3414.

Advisor Group first reported a position in GSHD in Q3 2018 and has held it in 5 quarters since. The position peaked at $1.52M in Q3 2019. 121 funds tracked by Wall St. Rank hold GSHD as of Q4 2019.

  • Advisor Group held 1,191 shares of Goosehead Insurance worth $50K as of Q4 2019.
  • Advisor Group sold 29,543 Goosehead Insurance shares in Q4 2019, an estimated $1.31M.
  • Goosehead Insurance made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3414 holding.
  • Advisor Group first reported a position in Goosehead Insurance in Q3 2018 and has held it in 5 quarters since.
  • Advisor Group's Goosehead Insurance position peaked at $1.52M in Q3 2019.
  • 121 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.