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FDx Advisors’s Goosehead Insurance GSHD Stock Holding History

FDx 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
2023
Q2 		– Sell
-6,735
Closed -$231K – 786
2023
Q1 		$231K Hold
6,735
– – 0.01% 660
2022
Q4 		$231K Buy
6,735
+143
+2% +$5.36K 0.01% 660
2022
Q3 		$235K Sell
6,592
-316
-5% -$16.4K 0.01% 640
2022
Q2 		$315K Buy
6,908
+675
+11% +$36.8K 0.01% 611
2022
Q1 		$490K Buy
6,233
+2,555
+69% +$227K 0.02% 510
2021
Q4 		$478K Buy
3,678
+1,029
+39% +$148K 0.01% 547
2021
Q3 		$403K Buy
2,649
+446
+20% +$60.1K 0.01% 570
2021
Q2 		$280K Buy
2,203
+235
+12% +$23.9K 0.01% 684
2021
Q1 		$211K Buy
+1,968
New +$266K 0.01% 728

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
WCM
Wildcat Capital Management New York $106M AUM 0.1% 1-Year Est. Return