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Castle Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Castle Wealth Management’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
Q4 		– Sell
-1,566
Closed -$56K – 320
2022
Q3 		$56K Buy
1,566
+79
+5% +$4.1K 0.03% 198
2022
Q2 		$68K Buy
+1,487
New +$81.2K 0.04% 181

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Castle Wealth Management's GSHD Position: Q4 2022 in Review

Castle Wealth Management sold out of Goosehead Insurance (GSHD) in Q4 2022, closing a stake of 1,566 shares — an estimated $56K sold.

Castle Wealth Management first reported a position in GSHD in Q2 2022 and held it in 2 quarters. The position peaked at $68K in Q2 2022. 169 funds tracked by Wall St. Rank hold GSHD as of Q4 2022.

  • Castle Wealth Management reported no remaining Goosehead Insurance position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,566 Goosehead Insurance shares in Q4 2022, an estimated $56K.
  • Castle Wealth Management first reported a position in Goosehead Insurance in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Goosehead Insurance position peaked at $68K in Q2 2022.
  • 169 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.