AWM
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Avior Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Avior 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
2025
Q1 		– Sell
-37
Closed -$3.97K – 1399
2024
Q4 		$3.97K Sell
37
-13
-26% -$1.42K ﹤0.01% 1940
2024
Q3 		$4.46K Buy
50
+1
+2% +$79 ﹤0.01% 1815
2024
Q2 		$2.81K Buy
49
+19
+63% +$1.14K ﹤0.01% 1877
2024
Q1 		$2K Buy
+30
New +$2.29K ﹤0.01% 2273

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avior Wealth Management's GSHD Position: Q1 2025 in Review

Avior Wealth Management sold out of Goosehead Insurance (GSHD) in Q1 2025, closing a stake of 37 shares — an estimated $3.97K sold.

Avior Wealth Management first reported a position in GSHD in Q1 2024 and held it in 4 quarters. The position peaked at $4.46K in Q3 2024. 286 funds tracked by Wall St. Rank hold GSHD as of Q1 2025.

  • Avior Wealth Management reported no remaining Goosehead Insurance position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 37 Goosehead Insurance shares in Q1 2025, an estimated $3.97K.
  • Avior Wealth Management first reported a position in Goosehead Insurance in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Goosehead Insurance position peaked at $4.46K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.