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Iron Horse Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Iron Horse Wealth 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
2023
Q4 		– Sell
-145
Closed -$10.8K – 508
2023
Q3 		$10.8K Buy
+145
New +$9.73K 0.01% 173

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Iron Horse Wealth Management's GSHD Position: Q4 2023 in Review

Iron Horse Wealth Management sold out of Goosehead Insurance (GSHD) in Q4 2023, closing a stake of 145 shares — an estimated $10.8K sold.

Iron Horse Wealth Management first reported a position in GSHD in Q3 2023 and held it in 1 quarter. The position peaked at $10.8K in Q3 2023. 251 funds tracked by Wall St. Rank hold GSHD as of Q4 2023.

  • Iron Horse Wealth Management reported no remaining Goosehead Insurance position as of Q4 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 145 Goosehead Insurance shares in Q4 2023, an estimated $10.8K.
  • Iron Horse Wealth Management first reported a position in Goosehead Insurance in Q3 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's Goosehead Insurance position peaked at $10.8K in Q3 2023.
  • 251 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2023.

Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.