BFEC
GSHD icon

Benjamin F. Edwards & Company’s Goosehead Insurance GSHD Stock Holding History

Benjamin F. Edwards & Company’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 		$74K Buy
1,290
+770
+148% +$46.2K ﹤0.01% 1222
2024
Q1 		$35K Buy
+520
New +$39.7K ﹤0.01% 1398
2022
Q2 		– Sell
-15
Closed -$1K – 1839
2022
Q1 		$1K Buy
+15
New +$1.33K ﹤0.01% 1708
2020
Q3 		– Sell
-476
Closed -$36K – 1702
2020
Q2 		$36K Buy
476
+13
+3% +$753 ﹤0.01% 944
2020
Q1 		$21K Buy
+463
New +$22.9K ﹤0.01% 1065

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

Benjamin F. Edwards & Company's GSHD Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Goosehead Insurance (GSHD) stake by 148% in Q2 2024, buying an estimated $46.2K and bringing the position to 1,290 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Benjamin F. Edwards & Company first reported a position in GSHD in Q1 2020 and has held it in 5 quarters since. 212 funds tracked by Wall St. Rank hold GSHD as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,290 shares of Goosehead Insurance worth $74K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 770 Goosehead Insurance shares in Q2 2024, an estimated $46.2K.
  • Goosehead Insurance made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1222 holding.
  • Benjamin F. Edwards & Company first reported a position in Goosehead Insurance in Q1 2020 and has held it in 5 quarters since.
  • 212 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.