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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 $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