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Duality Advisers’s Goosehead Insurance GSHD Stock Holding History

Duality Advisers’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
2022
Q3 		– Sell
-8,202
Closed -$375K – 619
2022
Q2 		$375K Buy
+8,202
New +$448K 0.04% 501

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Duality Advisers's GSHD Position: Q3 2022 in Review

Duality Advisers sold out of Goosehead Insurance (GSHD) in Q3 2022, closing a stake of 8,202 shares — an estimated $375K sold.

Duality Advisers first reported a position in GSHD in Q2 2022 and held it in 1 quarter. The position peaked at $375K in Q2 2022. 162 funds tracked by Wall St. Rank hold GSHD as of Q3 2022.

  • Duality Advisers reported no remaining Goosehead Insurance position as of Q3 2022 after selling out during the quarter.
  • Duality Advisers sold 8,202 Goosehead Insurance shares in Q3 2022, an estimated $375K.
  • Duality Advisers first reported a position in Goosehead Insurance in Q2 2022 and held it in 1 quarter.
  • Duality Advisers's Goosehead Insurance position peaked at $375K in Q2 2022.
  • 162 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2022.

Based on Duality Advisers's 13F filing for Q3 2022, filed 3 Nov 2022.