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Dubuque Bank & Trust’s Goosehead Insurance GSHD Stock Holding History

Dubuque Bank & Trust’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
Q3 		– Sell
-2,185
Closed -$278K – 281
2021
Q2 		$278K Sell
2,185
-1,756
-45% -$179K 0.03% 215
2021
Q1 		$422K Sell
3,941
-454
-10% -$61.4K 0.05% 180
2020
Q4 		$548K Sell
4,395
-265
-6% -$30.3K 0.07% 141
2020
Q3 		$404K Sell
4,660
-1,945
-29% -$177K 0.06% 142
2020
Q2 		$496K Hold
6,605
– – 0.08% 127
2020
Q1 		$295K Hold
6,605
– – 0.06% 164
2019
Q4 		$280K Hold
6,605
– – 0.04% 165
2019
Q3 		$326K Hold
6,605
– – 0.05% 141
2019
Q2 		$316K Hold
6,605
– – 0.05% 140
2019
Q1 		$184K Buy
+6,605
New +$189K 0.03% 163

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dubuque Bank & Trust's GSHD Position: Q3 2021 in Review

Dubuque Bank & Trust sold out of Goosehead Insurance (GSHD) in Q3 2021, closing a stake of 2,185 shares — an estimated $278K sold.

Dubuque Bank & Trust first reported a position in GSHD in Q1 2019 and held it in 10 quarters. The position peaked at $548K in Q4 2020. 181 funds tracked by Wall St. Rank hold GSHD as of Q3 2021.

  • Dubuque Bank & Trust reported no remaining Goosehead Insurance position as of Q3 2021 after selling out during the quarter.
  • Dubuque Bank & Trust sold 2,185 Goosehead Insurance shares in Q3 2021, an estimated $278K.
  • Dubuque Bank & Trust first reported a position in Goosehead Insurance in Q1 2019 and held it in 10 quarters.
  • Dubuque Bank & Trust's Goosehead Insurance position peaked at $548K in Q4 2020.
  • 181 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2021.

Based on Dubuque Bank & Trust's 13F filing for Q3 2021, filed 9 Nov 2021.