Archford Capital Strategies’s Goosehead Insurance GSHD Stock Holding History

Archford Capital Strategies’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 Q4	–	Sell	-1,500	Closed	-$228K	–	306
2021 Q3	$228K	Buy	+1,500	New	+$202K	0.05%	287
2019 Q3	–	Sell	-1,500	Closed	-$72K	–	340
2019 Q2	$72K	Hold	1,500	–	–	0.03%	257
2019 Q1	$42K	Hold	1,500	–	–	0.02%	287
2018 Q4	$39K	Hold	1,500	–	–	0.02%	279
2018 Q3	$51K	Hold	1,500	–	–	0.02%	294
2018 Q2	$37K	Buy	+1,500	New	+$29K	0.01%	315

Other funds holding GSHD

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Archford Capital Strategies's GSHD Position: Q4 2021 in Review

Archford Capital Strategies sold out of Goosehead Insurance (GSHD) in Q4 2021, closing a stake of 1,500 shares — an estimated $228K sold.

Archford Capital Strategies first reported a position in GSHD in Q2 2018 and held it in 6 quarters. The position peaked at $228K in Q3 2021. 189 funds tracked by Wall St. Rank hold GSHD as of Q4 2021.

Archford Capital Strategies reported no remaining Goosehead Insurance position as of Q4 2021 after selling out during the quarter.
Archford Capital Strategies sold 1,500 Goosehead Insurance shares in Q4 2021, an estimated $228K.
Archford Capital Strategies first reported a position in Goosehead Insurance in Q2 2018 and held it in 6 quarters.
Archford Capital Strategies's Goosehead Insurance position peaked at $228K in Q3 2021.
189 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2021.

Based on Archford Capital Strategies's 13F filing for Q4 2021, filed 20 Jan 2022.