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Park Avenue Securities’s Goosehead Insurance GSHD Stock Holding History

Park Avenue Securities’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
Q3 		– Sell
-2,458
Closed -$313K – 1048
2021
Q2 		$313K Buy
2,458
+479
+24% +$48.8K 0.01% 820
2021
Q1 		$212K Buy
+1,979
New +$268K 0.01% 908

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Park Avenue Securities's GSHD Position: Q3 2021 in Review

Park Avenue Securities sold out of Goosehead Insurance (GSHD) in Q3 2021, closing a stake of 2,458 shares — an estimated $313K sold.

Park Avenue Securities first reported a position in GSHD in Q1 2021 and held it in 2 quarters. The position peaked at $313K in Q2 2021. 181 funds tracked by Wall St. Rank hold GSHD as of Q3 2021.

  • Park Avenue Securities reported no remaining Goosehead Insurance position as of Q3 2021 after selling out during the quarter.
  • Park Avenue Securities sold 2,458 Goosehead Insurance shares in Q3 2021, an estimated $313K.
  • Park Avenue Securities first reported a position in Goosehead Insurance in Q1 2021 and held it in 2 quarters.
  • Park Avenue Securities's Goosehead Insurance position peaked at $313K in Q2 2021.
  • 181 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2021.

Based on Park Avenue Securities's 13F filing for Q3 2021, filed 21 Oct 2021.