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Next Financial Group’s Goosehead Insurance GSHD Stock Holding History

Next Financial Group’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
2021
Q4 		$33K Sell
253
-1,483
-85% -$213K ﹤0.01% 1674
2021
Q3 		$264K Buy
1,736
+338
+24% +$45.6K 0.02% 717
2021
Q2 		$178K Buy
1,398
+1,375
+5,978% +$140K 0.01% 872
2021
Q1 		$2K Buy
23
+2
+10% +$271 ﹤0.01% 2303
2020
Q4 		$3K Buy
+21
New +$2.4K ﹤0.01% 2098

Other funds holding GSHD

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Next Financial Group's GSHD Position: Q4 2021 in Review

Next Financial Group reduced its Goosehead Insurance (GSHD) stake by 85% in Q4 2021, selling an estimated $213K and leaving 253 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Next Financial Group first reported a position in GSHD in Q4 2020 and has held it in 5 quarters since. The position peaked at $264K in Q3 2021. 189 funds tracked by Wall St. Rank hold GSHD as of Q4 2021.

  • Next Financial Group held 253 shares of Goosehead Insurance worth $33K as of Q4 2021.
  • Next Financial Group sold 1,483 Goosehead Insurance shares in Q4 2021, an estimated $213K.
  • Goosehead Insurance made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1674 holding.
  • Next Financial Group first reported a position in Goosehead Insurance in Q4 2020 and has held it in 5 quarters since.
  • Next Financial Group's Goosehead Insurance position peaked at $264K in Q3 2021.
  • 189 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.