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BOK Financial’s Goosehead Insurance GSHD Stock Holding History

BOK Financial’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
2023
Q2 		– Sell
-251
Closed -$13.1K – 1115
2023
Q1 		$13.1K Buy
+251
New +$10.9K ﹤0.01% 975
2019
Q4 		– Sell
-4,600
Closed -$227K – 938
2019
Q3 		$227K Hold
4,600
– – 0.01% 837
2019
Q2 		$220K Buy
+4,600
New +$160K 0.01% 835

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
WCM
Wildcat Capital Management New York $106M AUM 0.1% 1-Year Est. Return

BOK Financial's GSHD Position: Q2 2023 in Review

BOK Financial sold out of Goosehead Insurance (GSHD) in Q2 2023, closing a stake of 251 shares — an estimated $13.1K sold.

BOK Financial first reported a position in GSHD in Q2 2019 and held it in 3 quarters. The position peaked at $227K in Q3 2019. 183 funds tracked by Wall St. Rank hold GSHD as of Q2 2023.

  • BOK Financial reported no remaining Goosehead Insurance position as of Q2 2023 after selling out during the quarter.
  • BOK Financial sold 251 Goosehead Insurance shares in Q2 2023, an estimated $13.1K.
  • BOK Financial first reported a position in Goosehead Insurance in Q2 2019 and held it in 3 quarters.
  • BOK Financial's Goosehead Insurance position peaked at $227K in Q3 2019.
  • 183 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2023.

Based on BOK Financial's 13F filing for Q2 2023, filed 21 Aug 2023.