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Guidance Point Advisors’s Goosehead Insurance GSHD Stock Holding History

Guidance Point 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
2021
Q4 		– Sell
-88
Closed -$13K – 210
2021
Q3 		$13K Buy
+88
New +$11.9K ﹤0.01% 235

Other funds holding GSHD

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guidance Point Advisors's GSHD Position: Q4 2021 in Review

Guidance Point Advisors sold out of Goosehead Insurance (GSHD) in Q4 2021, closing a stake of 88 shares — an estimated $13K sold.

Guidance Point Advisors first reported a position in GSHD in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 189 funds tracked by Wall St. Rank hold GSHD as of Q4 2021.

  • Guidance Point Advisors reported no remaining Goosehead Insurance position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 88 Goosehead Insurance shares in Q4 2021, an estimated $13K.
  • Guidance Point Advisors first reported a position in Goosehead Insurance in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's Goosehead Insurance position peaked at $13K in Q3 2021.
  • 189 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.