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Atria Wealth Solutions’s Goosehead Insurance GSHD Stock Holding History

Atria Wealth Solutions’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
2022
Q2 		– Sell
-2,657
Closed -$209K – 1741
2022
Q1 		$209K Buy
+2,657
New +$236K ﹤0.01% 1572

Other funds holding GSHD

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atria Wealth Solutions's GSHD Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Goosehead Insurance (GSHD) in Q2 2022, closing a stake of 2,657 shares — an estimated $209K sold.

Atria Wealth Solutions first reported a position in GSHD in Q1 2022 and held it in 1 quarter. The position peaked at $209K in Q1 2022. 168 funds tracked by Wall St. Rank hold GSHD as of Q2 2022.

  • Atria Wealth Solutions reported no remaining Goosehead Insurance position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,657 Goosehead Insurance shares in Q2 2022, an estimated $209K.
  • Atria Wealth Solutions first reported a position in Goosehead Insurance in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Goosehead Insurance position peaked at $209K in Q1 2022.
  • 168 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.