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Dorsey Wright & Associates’s Goosehead Insurance GSHD Stock Holding History

Dorsey Wright & Associates’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
2021
Q1 		– Sell
-271
Closed -$34K – 311
2020
Q4 		$34K Buy
271
+68
+33% +$7.77K 0.01% 158
2020
Q3 		$18K Sell
203
-67
-25% -$6.1K ﹤0.01% 158
2020
Q2 		$20K Hold
270
– – ﹤0.01% 164
2020
Q1 		$12K Sell
270
-19
-7% -$941 ﹤0.01% 123
2019
Q4 		$12K Hold
289
– – ﹤0.01% 195
2019
Q3 		$14K Hold
289
– – ﹤0.01% 161
2019
Q2 		$14K Buy
+289
New +$10.1K ﹤0.01% 182

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dorsey Wright & Associates's GSHD Position: Q1 2021 in Review

Dorsey Wright & Associates sold out of Goosehead Insurance (GSHD) in Q1 2021, closing a stake of 271 shares — an estimated $34K sold.

Dorsey Wright & Associates first reported a position in GSHD in Q2 2019 and held it in 7 quarters. The position peaked at $34K in Q4 2020. 193 funds tracked by Wall St. Rank hold GSHD as of Q1 2021.

  • Dorsey Wright & Associates reported no remaining Goosehead Insurance position as of Q1 2021 after selling out during the quarter.
  • Dorsey Wright & Associates sold 271 Goosehead Insurance shares in Q1 2021, an estimated $34K.
  • Dorsey Wright & Associates first reported a position in Goosehead Insurance in Q2 2019 and held it in 7 quarters.
  • Dorsey Wright & Associates's Goosehead Insurance position peaked at $34K in Q4 2020.
  • 193 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2021.

Based on Dorsey Wright & Associates's 13F filing for Q1 2021, filed 27 Apr 2021.