CWA
GSHD icon

CM Wealth Advisors’s Goosehead Insurance GSHD Stock Holding History

CM Wealth 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
2024
Q2 		– Sell
-3,687
Closed -$225K – 112
2024
Q1 		$225K Buy
+3,687
New +$282K 0.06% 164
2023
Q2 		– Sell
-24,754
Closed -$1.33M – 270
2023
Q1 		$1.33M Buy
+24,754
New +$1.07M 0.26% 104

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $846B AUM 46.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CM Wealth Advisors's GSHD Position: Q2 2024 in Review

CM Wealth Advisors sold out of Goosehead Insurance (GSHD) in Q2 2024, closing a stake of 3,687 shares — an estimated $225K sold.

CM Wealth Advisors first reported a position in GSHD in Q1 2023 and held it in 2 quarters. The position peaked at $1.33M in Q1 2023. 212 funds tracked by Wall St. Rank hold GSHD as of Q2 2024.

  • CM Wealth Advisors reported no remaining Goosehead Insurance position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 3,687 Goosehead Insurance shares in Q2 2024, an estimated $225K.
  • CM Wealth Advisors first reported a position in Goosehead Insurance in Q1 2023 and held it in 2 quarters.
  • CM Wealth Advisors's Goosehead Insurance position peaked at $1.33M in Q1 2023.
  • 212 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.