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Founders Financial Alliance’s Goosehead Insurance GSHD Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-33
Closed -$4K – 774
2020
Q3 		$4K Buy
+33
New +$3.01K ﹤0.01% 1047

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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Founders Financial Alliance's GSHD Position: Q4 2020 in Review

Founders Financial Alliance sold out of Goosehead Insurance (GSHD) in Q4 2020, closing a stake of 33 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in GSHD in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 177 funds tracked by Wall St. Rank hold GSHD as of Q4 2020.

  • Founders Financial Alliance reported no remaining Goosehead Insurance position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 33 Goosehead Insurance shares in Q4 2020, an estimated $4K.
  • Founders Financial Alliance first reported a position in Goosehead Insurance in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Goosehead Insurance position peaked at $4K in Q3 2020.
  • 177 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.