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Capstone Triton Financial Group’s Goosehead Insurance GSHD Stock Holding History

Capstone Triton Financial Group’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
Q1 		– Sell
-114
Closed -$14K – 194
2020
Q4 		$14K Buy
+114
New +$13K 0.01% 311

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capstone Triton Financial Group's GSHD Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Goosehead Insurance (GSHD) in Q1 2021, closing a stake of 114 shares — an estimated $14K sold.

Capstone Triton Financial Group first reported a position in GSHD in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 193 funds tracked by Wall St. Rank hold GSHD as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Goosehead Insurance position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 114 Goosehead Insurance shares in Q1 2021, an estimated $14K.
  • Capstone Triton Financial Group first reported a position in Goosehead Insurance in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Goosehead Insurance position peaked at $14K in Q4 2020.
  • 193 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.