CFM
GSHD icon

Catalyst Funds Management’s Goosehead Insurance GSHD Stock Holding History

Catalyst Funds 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
2024
Q4 		– Sell
-600
Closed -$53.6K – 733
2024
Q3 		$53.6K Buy
+600
New +$47.5K 0.01% 764
2024
Q2 		– Sell
-1,700
Closed -$113K – 1336
2024
Q1 		$113K Buy
+1,700
New +$130K 0.03% 372

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Catalyst Funds Management's GSHD Position: Q4 2024 in Review

Catalyst Funds Management sold out of Goosehead Insurance (GSHD) in Q4 2024, closing a stake of 600 shares — an estimated $53.6K sold.

Catalyst Funds Management first reported a position in GSHD in Q1 2024 and held it in 2 quarters. The position peaked at $113K in Q1 2024. 266 funds tracked by Wall St. Rank hold GSHD as of Q4 2024.

  • Catalyst Funds Management reported no remaining Goosehead Insurance position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 600 Goosehead Insurance shares in Q4 2024, an estimated $53.6K.
  • Catalyst Funds Management first reported a position in Goosehead Insurance in Q1 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Goosehead Insurance position peaked at $113K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.