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Empowered Funds’s Goosehead Insurance GSHD Stock Holding History

Empowered Funds’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
Q2 		– Sell
-14,046
Closed -$1.75M – 255
2021
Q1 		$1.75M Hold
14,046
– – 0.34% 112
2020
Q4 		$1.75M Sell
14,046
-831
-6% -$95K 0.34% 112
2020
Q3 		$1.29M Sell
14,877
-5,504
-27% -$501K 0.4% 94
2020
Q2 		$1.53M Buy
+20,381
New +$1.18M 0.59% 57

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Empowered Funds's GSHD Position: Q2 2021 in Review

Empowered Funds sold out of Goosehead Insurance (GSHD) in Q2 2021, closing a stake of 14,046 shares — an estimated $1.75M sold.

Empowered Funds first reported a position in GSHD in Q2 2020 and held it in 4 quarters. The position peaked at $1.75M in Q1 2021. 174 funds tracked by Wall St. Rank hold GSHD as of Q2 2021.

  • Empowered Funds reported no remaining Goosehead Insurance position as of Q2 2021 after selling out during the quarter.
  • Empowered Funds sold 14,046 Goosehead Insurance shares in Q2 2021, an estimated $1.75M.
  • Empowered Funds first reported a position in Goosehead Insurance in Q2 2020 and held it in 4 quarters.
  • Empowered Funds's Goosehead Insurance position peaked at $1.75M in Q1 2021.
  • 174 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2021.

Based on Empowered Funds's 13F filing for Q2 2021, filed 4 Aug 2021.