CA
GSHD icon

Crewe Advisors’s Goosehead Insurance GSHD Stock Holding History

Crewe 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
Q3 		– Sell
-241
Closed -$13.8K – 831
2024
Q2 		$13.8K Buy
241
+203
+534% +$12.2K ﹤0.01% 622
2024
Q1 		$2.53K Hold
38
– – ﹤0.01% 835
2023
Q4 		$2.88K Buy
+38
New +$2.75K ﹤0.01% 278

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return

Crewe Advisors's GSHD Position: Q3 2024 in Review

Crewe Advisors sold out of Goosehead Insurance (GSHD) in Q3 2024, closing a stake of 241 shares — an estimated $13.8K sold.

Crewe Advisors first reported a position in GSHD in Q4 2023 and held it in 3 quarters. The position peaked at $13.8K in Q2 2024. 230 funds tracked by Wall St. Rank hold GSHD as of Q3 2024.

  • Crewe Advisors reported no remaining Goosehead Insurance position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 241 Goosehead Insurance shares in Q3 2024, an estimated $13.8K.
  • Crewe Advisors first reported a position in Goosehead Insurance in Q4 2023 and held it in 3 quarters.
  • Crewe Advisors's Goosehead Insurance position peaked at $13.8K in Q2 2024.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.