Patriot Financial Group Insurance Agency’s Goosehead Insurance GSHD Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-2,000	Closed	-$91K	–	1026
2022 Q2	$91K	Hold	2,000	–	–	0.02%	577
2022 Q1	$157K	Hold	2,000	–	–	0.03%	462
2021 Q4	$260K	Hold	2,000	–	–	0.04%	387
2021 Q3	$305K	Hold	2,000	–	–	0.05%	336
2021 Q2	$255K	Hold	2,000	–	–	0.05%	371
2021 Q1	$214K	Hold	2,000	–	–	0.05%	368
2020 Q4	$250K	Hold	2,000	–	–	0.06%	298
2020 Q3	$173K	Hold	2,000	–	–	0.06%	298
2020 Q2	$150K	Hold	2,000	–	–	0.06%	276
2020 Q1	$89K	Hold	2,000	–	–	0.04%	337
2019 Q4	$85K	Hold	2,000	–	–	0.03%	370
2019 Q3	$99K	Hold	2,000	–	–	0.04%	310
2019 Q2	$98K	Hold	2,000	–	–	0.04%	317
2019 Q1	$56K	Hold	2,000	–	–	0.03%	367
2018 Q4	$53K	Hold	2,000	–	–	0.03%	313
2018 Q3	$68K	Buy	+2,000	New	+$58K	0.04%	258

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ONPI

Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GSHD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Goosehead Insurance (GSHD) in Q3 2022, closing a stake of 2,000 shares — an estimated $91K sold.

Patriot Financial Group Insurance Agency first reported a position in GSHD in Q3 2018 and held it in 16 quarters. The position peaked at $305K in Q3 2021. 162 funds tracked by Wall St. Rank hold GSHD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Goosehead Insurance position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,000 Goosehead Insurance shares in Q3 2022, an estimated $91K.
Patriot Financial Group Insurance Agency first reported a position in Goosehead Insurance in Q3 2018 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's Goosehead Insurance position peaked at $305K in Q3 2021.
162 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.