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JP Morgan Private Wealth Advisors’s Goosehead Insurance GSHD Stock Holding History

JP Morgan Private Wealth 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
2022
Q2 		– Sell
-3,737
Closed -$294K – 1959
2022
Q1 		$294K Buy
3,737
+474
+15% +$42.1K ﹤0.01% 1751
2021
Q4 		$424K Buy
+3,263
New +$468K ﹤0.01% 1618

Other funds holding GSHD

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

JP Morgan Private Wealth Advisors's GSHD Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Goosehead Insurance (GSHD) in Q2 2022, closing a stake of 3,737 shares — an estimated $294K sold.

JP Morgan Private Wealth Advisors first reported a position in GSHD in Q4 2021 and held it in 2 quarters. The position peaked at $424K in Q4 2021. 168 funds tracked by Wall St. Rank hold GSHD as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Goosehead Insurance position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,737 Goosehead Insurance shares in Q2 2022, an estimated $294K.
  • JP Morgan Private Wealth Advisors first reported a position in Goosehead Insurance in Q4 2021 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Goosehead Insurance position peaked at $424K in Q4 2021.
  • 168 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.