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Old Point Trust & Financial Services N A’s Goosehead Insurance GSHD Stock Holding History

Old Point Trust & Financial Services N A’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
2024
Q3 		– Sell
-50
Closed -$2.87K – 330
2024
Q2 		$2.87K Hold
50
– – ﹤0.01% 302
2024
Q1 		$3.33K Buy
+50
New +$3.82K ﹤0.01% 387

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WA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return

Old Point Trust & Financial Services N A's GSHD Position: Q3 2024 in Review

Old Point Trust & Financial Services N A sold out of Goosehead Insurance (GSHD) in Q3 2024, closing a stake of 50 shares — an estimated $2.87K sold.

Old Point Trust & Financial Services N A first reported a position in GSHD in Q1 2024 and held it in 2 quarters. The position peaked at $3.33K in Q1 2024. 230 funds tracked by Wall St. Rank hold GSHD as of Q3 2024.

  • Old Point Trust & Financial Services N A reported no remaining Goosehead Insurance position as of Q3 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 50 Goosehead Insurance shares in Q3 2024, an estimated $2.87K.
  • Old Point Trust & Financial Services N A first reported a position in Goosehead Insurance in Q1 2024 and held it in 2 quarters.
  • Old Point Trust & Financial Services N A's Goosehead Insurance position peaked at $3.33K in Q1 2024.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2024, filed 8 Nov 2024.