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Freedom Investment Management’s Goosehead Insurance GSHD Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-2,638
Closed -$336K – 857
2021
Q2 		$336K Buy
2,638
+236
+10% +$24K 0.03% 655
2021
Q1 		$257K Buy
+2,402
New +$325K 0.02% 707

Other funds holding GSHD

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Capital International Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Freedom Investment Management's GSHD Position: Q3 2021 in Review

Freedom Investment Management sold out of Goosehead Insurance (GSHD) in Q3 2021, closing a stake of 2,638 shares — an estimated $336K sold.

Freedom Investment Management first reported a position in GSHD in Q1 2021 and held it in 2 quarters. The position peaked at $336K in Q2 2021. 181 funds tracked by Wall St. Rank hold GSHD as of Q3 2021.

  • Freedom Investment Management reported no remaining Goosehead Insurance position as of Q3 2021 after selling out during the quarter.
  • Freedom Investment Management sold 2,638 Goosehead Insurance shares in Q3 2021, an estimated $336K.
  • Freedom Investment Management first reported a position in Goosehead Insurance in Q1 2021 and held it in 2 quarters.
  • Freedom Investment Management's Goosehead Insurance position peaked at $336K in Q2 2021.
  • 181 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2021.

Based on Freedom Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.