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Colonial Trust Advisors’s Goosehead Insurance GSHD Stock Holding History

Colonial Trust 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
Q4 		– Sell
-14
Closed -$1.25K – 723
2024
Q3 		$1.25K Hold
14
– – ﹤0.01% 703
2024
Q2 		$804 Buy
14
+10
+250% +$600 ﹤0.01% 705
2024
Q1 		$266 Hold
4
– – ﹤0.01% 955
2023
Q4 		$303 Hold
4
– – ﹤0.01% 846
2023
Q3 		$298 Hold
4
– – ﹤0.01% 854
2023
Q2 		$252 Hold
4
– – ﹤0.01% 864
2023
Q1 		$209 Hold
4
– – ﹤0.01% 863
2022
Q4 		$137 Buy
+4
New +$150 ﹤0.01% 888

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
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 $3.38T AUM 44.17% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Colonial Trust Advisors's GSHD Position: Q4 2024 in Review

Colonial Trust Advisors sold out of Goosehead Insurance (GSHD) in Q4 2024, closing a stake of 14 shares — an estimated $1.25K sold.

Colonial Trust Advisors first reported a position in GSHD in Q4 2022 and held it in 8 quarters. The position peaked at $1.25K in Q3 2024. 266 funds tracked by Wall St. Rank hold GSHD as of Q4 2024.

  • Colonial Trust Advisors reported no remaining Goosehead Insurance position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 14 Goosehead Insurance shares in Q4 2024, an estimated $1.25K.
  • Colonial Trust Advisors first reported a position in Goosehead Insurance in Q4 2022 and held it in 8 quarters.
  • Colonial Trust Advisors's Goosehead Insurance position peaked at $1.25K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.