HSA
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HBK Sorce Advisory’s Goosehead Insurance GSHD Stock Holding History

HBK Sorce Advisory’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
-1,465
Closed -$223K – 610
2021
Q3 		$223K Sell
1,465
-200
-12% -$27K 0.01% 529
2021
Q2 		$212K Buy
+1,665
New +$170K 0.01% 545

Other funds holding GSHD

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HBK Sorce Advisory's GSHD Position: Q4 2021 in Review

HBK Sorce Advisory sold out of Goosehead Insurance (GSHD) in Q4 2021, closing a stake of 1,465 shares — an estimated $223K sold.

HBK Sorce Advisory first reported a position in GSHD in Q2 2021 and held it in 2 quarters. The position peaked at $223K in Q3 2021. 189 funds tracked by Wall St. Rank hold GSHD as of Q4 2021.

  • HBK Sorce Advisory reported no remaining Goosehead Insurance position as of Q4 2021 after selling out during the quarter.
  • HBK Sorce Advisory sold 1,465 Goosehead Insurance shares in Q4 2021, an estimated $223K.
  • HBK Sorce Advisory first reported a position in Goosehead Insurance in Q2 2021 and held it in 2 quarters.
  • HBK Sorce Advisory's Goosehead Insurance position peaked at $223K in Q3 2021.
  • 189 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2021.

Based on HBK Sorce Advisory's 13F filing for Q4 2021, filed 15 Feb 2022.