CAPTRUST Financial Advisors
GSHD icon

CAPTRUST Financial Advisors’s Goosehead Insurance GSHD Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-1,875
Closed -$86K – 2891
2022
Q2 		$86K Sell
1,875
-377
-17% -$20.6K ﹤0.01% 2321
2022
Q1 		$177K Buy
2,252
+1,635
+265% +$145K ﹤0.01% 1814
2021
Q4 		$80K Buy
617
+430
+230% +$61.7K ﹤0.01% 2328
2021
Q3 		$28K Buy
187
+184
+6,133% +$24.8K ﹤0.01% 2941
2021
Q2 		$0 Sell
3
-153
-98% -$15.6K ﹤0.01% 4567
2021
Q1 		$17K Buy
+156
New +$21.1K ﹤0.01% 3108
2020
Q2 		– Sell
-2,000
Closed -$82K – 2864
2020
Q1 		$82K Sell
2,000
-3,000
-60% -$149K ﹤0.01% 1207
2019
Q4 		$221K Buy
+5,000
New +$221K ﹤0.01% 946

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return