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FourThought Financial’s Goosehead Insurance GSHD Stock Holding History

FourThought Financial’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
2022
Q3 		$281K Buy
7,891
+7,781
+7,074% +$404K 0.04% 256
2022
Q2 		$5K Buy
110
+15
+16% +$819 ﹤0.01% 1154
2022
Q1 		$7K Buy
95
+60
+171% +$5.33K ﹤0.01% 1114
2021
Q4 		$5K Sell
35
-9
-20% -$1.29K ﹤0.01% 1202
2021
Q3 		$6K Hold
44
– – ﹤0.01% 1189
2021
Q2 		$5K Hold
44
– – ﹤0.01% 1213
2021
Q1 		$4K Hold
44
– – ﹤0.01% 1200
2020
Q4 		$5K Buy
+44
New +$5.03K ﹤0.01% 1144

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
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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FourThought Financial's GSHD Position: Q3 2022 in Review

FourThought Financial increased its Goosehead Insurance (GSHD) stake by 7,074% in Q3 2022, buying an estimated $404K and bringing the position to 7,891 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #256.

FourThought Financial first reported a position in GSHD in Q4 2020 and has held it in 8 quarters since. 162 funds tracked by Wall St. Rank hold GSHD as of Q3 2022.

  • FourThought Financial held 7,891 shares of Goosehead Insurance worth $281K as of Q3 2022.
  • FourThought Financial bought 7,781 Goosehead Insurance shares in Q3 2022, an estimated $404K.
  • Goosehead Insurance made up 0.04% of FourThought Financial's portfolio in Q3 2022, its #256 holding.
  • FourThought Financial first reported a position in Goosehead Insurance in Q4 2020 and has held it in 8 quarters since.
  • 162 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.