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Bartlett & Co Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Bartlett & Co 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
2022
Q3 		– Sell
-97
Closed -$4.43K – 1226
2022
Q2 		$4.43K Buy
+97
New +$5.29K ﹤0.01% 1040

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bartlett & Co Wealth Management's GSHD Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Goosehead Insurance (GSHD) in Q3 2022, closing a stake of 97 shares — an estimated $4.43K sold.

Bartlett & Co Wealth Management first reported a position in GSHD in Q2 2022 and held it in 1 quarter. The position peaked at $4.43K in Q2 2022. 162 funds tracked by Wall St. Rank hold GSHD as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Goosehead Insurance position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 97 Goosehead Insurance shares in Q3 2022, an estimated $4.43K.
  • Bartlett & Co Wealth Management first reported a position in Goosehead Insurance in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Goosehead Insurance position peaked at $4.43K in Q2 2022.
  • 162 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.