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Innova Wealth Partners’s Goosehead Insurance GSHD Stock Holding History

Innova Wealth Partners’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
Q1 		– Sell
-1,665
Closed -$208K – 62
2020
Q4 		$208K Buy
+1,665
New +$190K 0.19% 57

Other funds holding GSHD

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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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Innova Wealth Partners's GSHD Position: Q1 2021 in Review

Innova Wealth Partners sold out of Goosehead Insurance (GSHD) in Q1 2021, closing a stake of 1,665 shares — an estimated $208K sold.

Innova Wealth Partners first reported a position in GSHD in Q4 2020 and held it in 1 quarter. The position peaked at $208K in Q4 2020. 193 funds tracked by Wall St. Rank hold GSHD as of Q1 2021.

  • Innova Wealth Partners reported no remaining Goosehead Insurance position as of Q1 2021 after selling out during the quarter.
  • Innova Wealth Partners sold 1,665 Goosehead Insurance shares in Q1 2021, an estimated $208K.
  • Innova Wealth Partners first reported a position in Goosehead Insurance in Q4 2020 and held it in 1 quarter.
  • Innova Wealth Partners's Goosehead Insurance position peaked at $208K in Q4 2020.
  • 193 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2021.

Based on Innova Wealth Partners's 13F filing for Q1 2021, filed 28 Oct 2021.