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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 $32.2B AUM 10.98% 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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return

FDx Advisors's GSHD Position: Q2 2023 in Review

FDx Advisors sold out of Goosehead Insurance (GSHD) in Q2 2023, closing a stake of 6,735 shares — an estimated $231K sold.

FDx Advisors first reported a position in GSHD in Q1 2021 and held it in 9 quarters. The position peaked at $490K in Q1 2022. 183 funds tracked by Wall St. Rank hold GSHD as of Q2 2023.

  • FDx Advisors reported no remaining Goosehead Insurance position as of Q2 2023 after selling out during the quarter.
  • FDx Advisors sold 6,735 Goosehead Insurance shares in Q2 2023, an estimated $231K.
  • FDx Advisors first reported a position in Goosehead Insurance in Q1 2021 and held it in 9 quarters.
  • FDx Advisors's Goosehead Insurance position peaked at $490K in Q1 2022.
  • 183 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2023.

Based on FDx Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.