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Berman Capital Advisors’s Goosehead Insurance GSHD Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$2K Buy
14
+11
+367% +$1.48K ﹤0.01% 1693
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1954
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1817
2020
Q4 		$0 Buy
+3
New +$343 ﹤0.01% 1734

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berman Capital Advisors's GSHD Position: Q3 2021 in Review

Berman Capital Advisors increased its Goosehead Insurance (GSHD) stake by 367% in Q3 2021, buying an estimated $1.48K and bringing the position to 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Berman Capital Advisors first reported a position in GSHD in Q4 2020 and has held it in 4 quarters since. 181 funds tracked by Wall St. Rank hold GSHD as of Q3 2021.

  • Berman Capital Advisors held 14 shares of Goosehead Insurance worth $2K as of Q3 2021.
  • Berman Capital Advisors bought 11 Goosehead Insurance shares in Q3 2021, an estimated $1.48K.
  • Goosehead Insurance made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1693 holding.
  • Berman Capital Advisors first reported a position in Goosehead Insurance in Q4 2020 and has held it in 4 quarters since.
  • 181 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.