CIA
GSHD icon

Cape Investment Advisory’s Goosehead Insurance GSHD Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-38
Closed -$2.88K – 1027
2023
Q4 		$2.88K Buy
+38
New +$2.75K ﹤0.01% 875

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $733B AUM 35.63% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cape Investment Advisory's GSHD Position: Q1 2024 in Review

Cape Investment Advisory sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 38 shares — an estimated $2.88K sold.

Cape Investment Advisory first reported a position in GSHD in Q4 2023 and held it in 1 quarter. The position peaked at $2.88K in Q4 2023. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

  • Cape Investment Advisory reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 38 Goosehead Insurance shares in Q1 2024, an estimated $2.88K.
  • Cape Investment Advisory first reported a position in Goosehead Insurance in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Goosehead Insurance position peaked at $2.88K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.