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Mountain Capital Investment Advisors’s Goosehead Insurance GSHD Stock Holding History

Mountain Capital Investment 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
-9,063
Closed -$985K – 100
2021
Q4 		$985K Buy
9,063
+1,296
+17% +$186K 0.45% 80
2021
Q3 		$1.36M Sell
7,767
-588
-7% -$79.3K 0.72% 38
2021
Q2 		$998K Sell
8,355
-1,517
-15% -$155K 0.46% 72
2021
Q1 		$998K Buy
9,872
+4,633
+88% +$627K 0.5% 75
2020
Q4 		$663K Buy
+5,239
New +$599K 0.4% 88

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
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 $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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mountain Capital Investment Advisors's GSHD Position: Q1 2022 in Review

Mountain Capital Investment Advisors sold out of Goosehead Insurance (GSHD) in Q1 2022, closing a stake of 9,063 shares — an estimated $985K sold.

Mountain Capital Investment Advisors first reported a position in GSHD in Q4 2020 and held it in 5 quarters. The position peaked at $1.36M in Q3 2021. 180 funds tracked by Wall St. Rank hold GSHD as of Q1 2022.

  • Mountain Capital Investment Advisors reported no remaining Goosehead Insurance position as of Q1 2022 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 9,063 Goosehead Insurance shares in Q1 2022, an estimated $985K.
  • Mountain Capital Investment Advisors first reported a position in Goosehead Insurance in Q4 2020 and held it in 5 quarters.
  • Mountain Capital Investment Advisors's Goosehead Insurance position peaked at $1.36M in Q3 2021.
  • 180 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.