MCC
GSHD icon

Money Concepts Capital’s Goosehead Insurance GSHD Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-124
Closed -$4.26K – 1508
2022
Q4 		$4.26K Buy
+124
New +$4.64K ﹤0.01% 2420

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Money Concepts Capital's GSHD Position: Q1 2023 in Review

Money Concepts Capital sold out of Goosehead Insurance (GSHD) in Q1 2023, closing a stake of 124 shares — an estimated $4.26K sold.

Money Concepts Capital first reported a position in GSHD in Q4 2022 and held it in 1 quarter. The position peaked at $4.26K in Q4 2022. 176 funds tracked by Wall St. Rank hold GSHD as of Q1 2023.

  • Money Concepts Capital reported no remaining Goosehead Insurance position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 124 Goosehead Insurance shares in Q1 2023, an estimated $4.26K.
  • Money Concepts Capital first reported a position in Goosehead Insurance in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Goosehead Insurance position peaked at $4.26K in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.