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Coppell Advisory Solutions Corp’s Goosehead Insurance GSHD Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-5
Closed -$172 – 572
2022
Q4 		$172 Buy
+5
New +$187 ﹤0.01% 1125

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DDC
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DCP
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ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
William Blair Investment Management
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Goldman Sachs
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Coppell Advisory Solutions Corp's GSHD Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Goosehead Insurance (GSHD) in Q1 2023, closing a stake of 5 shares — an estimated $172 sold.

Coppell Advisory Solutions Corp first reported a position in GSHD in Q4 2022 and held it in 1 quarter. The position peaked at $172 in Q4 2022. 176 funds tracked by Wall St. Rank hold GSHD as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Goosehead Insurance position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 5 Goosehead Insurance shares in Q1 2023, an estimated $172.
  • Coppell Advisory Solutions Corp first reported a position in Goosehead Insurance in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Goosehead Insurance position peaked at $172 in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.