Carroll Financial Associates’s Goosehead Insurance GSHD Stock Holding History

Carroll Financial Associates’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 Q4	$33K	Hold	240	–	–	﹤0.01%	833
2021 Q3	$36K	Hold	240	–	–	﹤0.01%	831
2021 Q2	$30K	Hold	240	–	–	﹤0.01%	962
2021 Q1	$25K	Hold	240	–	–	﹤0.01%	951
2020 Q4	$29K	Hold	240	–	–	﹤0.01%	830
2020 Q3	$20K	Hold	240	–	–	﹤0.01%	859
2020 Q2	$18K	Hold	240	–	–	﹤0.01%	880
2020 Q1	$10K	Hold	240	–	–	﹤0.01%	934
2019 Q4	$10K	Hold	240	–	–	﹤0.01%	1056
2019 Q3	$11K	Hold	240	–	–	﹤0.01%	966
2019 Q2	$11K	Hold	240	–	–	﹤0.01%	979
2019 Q1	$6K	Hold	240	–	–	﹤0.01%	1071
2018 Q4	$6K	Hold	240	–	–	﹤0.01%	984
2018 Q3	$8K	Buy	+240	New	+$6.96K	﹤0.01%	955

Other funds holding GSHD

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carroll Financial Associates's GSHD Position: Q4 2021 in Review

Carroll Financial Associates held its Goosehead Insurance (GSHD) position steady in Q4 2021 at 240 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Carroll Financial Associates first reported a position in GSHD in Q3 2018 and has held it in 14 quarters since. The position peaked at $36K in Q3 2021. 189 funds tracked by Wall St. Rank hold GSHD as of Q4 2021.

Carroll Financial Associates held 240 shares of Goosehead Insurance worth $33K as of Q4 2021.
Carroll Financial Associates left its Goosehead Insurance share count unchanged in Q4 2021.
Goosehead Insurance made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #833 holding.
Carroll Financial Associates first reported a position in Goosehead Insurance in Q3 2018 and has held it in 14 quarters since.
Carroll Financial Associates's Goosehead Insurance position peaked at $36K in Q3 2021.
189 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.