Cetera Advisor Networks’s Goosehead Insurance GSHD Stock Holding History

Cetera Advisor Networks’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 Q1	$494K	Sell	7,417 -43	-0.6%	-$3.29K	﹤0.01%	1948
2023 Q4	$565K	Sell	7,460 -65	-0.9%	-$4.7K	﹤0.01%	1775
2023 Q3	$561K	Buy	7,525 +161	+2%	+$10.8K	﹤0.01%	1691
2023 Q2	$463K	Sell	7,364 -86	-1%	-$4.95K	﹤0.01%	1763
2023 Q1	$389K	Buy	7,450 +82	+1%	+$3.56K	﹤0.01%	1866
2022 Q4	$253K	Buy	7,368 +768	+12%	+$28.8K	﹤0.01%	2105
2022 Q3	$235K	Hold	6,600	–	–	﹤0.01%	1755
2022 Q2	$301K	Hold	6,600	–	–	﹤0.01%	1621
2022 Q1	$519K	Buy	+6,600	New	+$586K	0.01%	1277

Other funds holding GSHD

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ONPI

Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Advisor Networks's GSHD Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Goosehead Insurance (GSHD) stake by 0.58% in Q1 2024, selling an estimated $3.29K and leaving 7,417 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Cetera Advisor Networks first reported a position in GSHD in Q1 2022 and has held it in 9 quarters since. The position peaked at $565K in Q4 2023. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

Cetera Advisor Networks held 7,417 shares of Goosehead Insurance worth $494K as of Q1 2024.
Cetera Advisor Networks sold 43 Goosehead Insurance shares in Q1 2024, an estimated $3.29K.
Goosehead Insurance made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1948 holding.
Cetera Advisor Networks first reported a position in Goosehead Insurance in Q1 2022 and has held it in 9 quarters since.
Cetera Advisor Networks's Goosehead Insurance position peaked at $565K in Q4 2023.
234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.