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Mosaic Advisors’s Goosehead Insurance GSHD Stock Holding History

Mosaic 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
Q1 		– Sell
-3,000
Closed -$390K – 31
2021
Q4 		$390K Sell
3,000
-10,000
-77% -$1.43M 0.29% 30
2021
Q3 		$1.98M Buy
+13,000
New +$1.75M 1.32% 11

Other funds holding GSHD

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mosaic Advisors's GSHD Position: Q1 2022 in Review

Mosaic Advisors sold out of Goosehead Insurance (GSHD) in Q1 2022, closing a stake of 3,000 shares — an estimated $390K sold.

Mosaic Advisors first reported a position in GSHD in Q3 2021 and held it in 2 quarters. The position peaked at $1.98M in Q3 2021. 180 funds tracked by Wall St. Rank hold GSHD as of Q1 2022.

  • Mosaic Advisors reported no remaining Goosehead Insurance position as of Q1 2022 after selling out during the quarter.
  • Mosaic Advisors sold 3,000 Goosehead Insurance shares in Q1 2022, an estimated $390K.
  • Mosaic Advisors first reported a position in Goosehead Insurance in Q3 2021 and held it in 2 quarters.
  • Mosaic Advisors's Goosehead Insurance position peaked at $1.98M in Q3 2021.
  • 180 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2022.

Based on Mosaic Advisors's 13F filing for Q1 2022, filed 13 May 2022.