GWS
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Glassman Wealth Services’s Goosehead Insurance GSHD Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-3
Closed -$227 – 862
2023
Q4 		$227 Hold
3
– – ﹤0.01% 1871
2023
Q3 		$224 Hold
3
– – ﹤0.01% 1867
2023
Q2 		$189 Hold
3
– – ﹤0.01% 1817
2023
Q1 		$157 Hold
3
– – ﹤0.01% 1842
2022
Q4 		$103 Hold
3
– – ﹤0.01% 1885
2022
Q3 		$0 Buy
3
+1
+50% +$52 ﹤0.01% 1787
2022
Q2 		$0 Buy
+2
New +$109 ﹤0.01% 1798

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Glassman Wealth Services's GSHD Position: Q1 2024 in Review

Glassman Wealth Services sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 3 shares — an estimated $227 sold.

Glassman Wealth Services first reported a position in GSHD in Q2 2022 and held it in 7 quarters. The position peaked at $227 in Q4 2023. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

  • Glassman Wealth Services reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 3 Goosehead Insurance shares in Q1 2024, an estimated $227.
  • Glassman Wealth Services first reported a position in Goosehead Insurance in Q2 2022 and held it in 7 quarters.
  • Glassman Wealth Services's Goosehead Insurance position peaked at $227 in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.