Commonwealth Equity Services
GSHD icon

Commonwealth Equity Services’s Goosehead Insurance GSHD Stock Holding History

Commonwealth Equity Services’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
2020
Q3 		– Sell
-4,539
Closed -$341K – 3083
2020
Q2 		$341K Sell
4,539
-261
-5% -$15.1K ﹤0.01% 2175
2020
Q1 		$214K Sell
4,800
-360
-7% -$17.8K ﹤0.01% 2329
2019
Q4 		$218K Buy
+5,160
New +$228K ﹤0.01% 2548

Other funds holding GSHD

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BlackRock
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William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Commonwealth Equity Services's GSHD Position: Q3 2020 in Review

Commonwealth Equity Services sold out of Goosehead Insurance (GSHD) in Q3 2020, closing a stake of 4,539 shares — an estimated $341K sold.

Commonwealth Equity Services first reported a position in GSHD in Q4 2019 and held it in 3 quarters. The position peaked at $341K in Q2 2020. 165 funds tracked by Wall St. Rank hold GSHD as of Q3 2020.

  • Commonwealth Equity Services reported no remaining Goosehead Insurance position as of Q3 2020 after selling out during the quarter.
  • Commonwealth Equity Services sold 4,539 Goosehead Insurance shares in Q3 2020, an estimated $341K.
  • Commonwealth Equity Services first reported a position in Goosehead Insurance in Q4 2019 and held it in 3 quarters.
  • Commonwealth Equity Services's Goosehead Insurance position peaked at $341K in Q2 2020.
  • 165 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2020.

Based on Commonwealth Equity Services's 13F filing for Q3 2020, filed 5 Nov 2020.