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Baker Tilly Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-4,983
Closed -$332K – 333
2024
Q1 		$332K Sell
4,983
-17
-0.3% -$1.3K 0.06% 328
2023
Q4 		$379K Buy
5,000
+589
+13% +$42.6K 0.06% 349
2023
Q3 		$329K Sell
4,411
-1,194
-21% -$80.1K 0.05% 347
2023
Q2 		$352K Sell
5,605
-339
-6% -$19.5K 0.04% 427
2023
Q1 		$310K Sell
5,944
-630
-10% -$27.3K 0.03% 446
2022
Q4 		$226K Sell
6,574
-907
-12% -$34K 0.03% 491
2022
Q3 		$267K Buy
+7,481
New +$388K 0.04% 433
2022
Q2 		– Sell
-3,000
Closed -$236K – 508
2022
Q1 		$236K Sell
3,000
-1,913
-39% -$170K 0.03% 468
2021
Q4 		$639K Sell
4,913
-128
-3% -$18.4K 0.07% 304
2021
Q3 		$768K Buy
5,041
+482
+11% +$65K 0.1% 218
2021
Q2 		$580K Buy
4,559
+239
+6% +$24.3K 0.09% 246
2021
Q1 		$463K Buy
4,320
+816
+23% +$110K 0.09% 254
2020
Q4 		$437K Buy
+3,504
New +$401K 0.13% 167

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $846B AUM 46.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baker Tilly Wealth Management's GSHD Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Goosehead Insurance (GSHD) in Q2 2024, closing a stake of 4,983 shares — an estimated $332K sold.

Baker Tilly Wealth Management first reported a position in GSHD in Q4 2020 and held it in 13 quarters. The position peaked at $768K in Q3 2021. 212 funds tracked by Wall St. Rank hold GSHD as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Goosehead Insurance position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 4,983 Goosehead Insurance shares in Q2 2024, an estimated $332K.
  • Baker Tilly Wealth Management first reported a position in Goosehead Insurance in Q4 2020 and held it in 13 quarters.
  • Baker Tilly Wealth Management's Goosehead Insurance position peaked at $768K in Q3 2021.
  • 212 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.