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PFS Investments’s Goosehead Insurance GSHD Stock Holding History

PFS Investments’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
Q2 		– Sell
-3,120
Closed -$334K – 377
2021
Q1 		$334K Buy
+3,120
New +$422K 0.01% 315

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PFS Investments's GSHD Position: Q2 2021 in Review

PFS Investments sold out of Goosehead Insurance (GSHD) in Q2 2021, closing a stake of 3,120 shares — an estimated $334K sold.

PFS Investments first reported a position in GSHD in Q1 2021 and held it in 1 quarter. The position peaked at $334K in Q1 2021. 174 funds tracked by Wall St. Rank hold GSHD as of Q2 2021.

  • PFS Investments reported no remaining Goosehead Insurance position as of Q2 2021 after selling out during the quarter.
  • PFS Investments sold 3,120 Goosehead Insurance shares in Q2 2021, an estimated $334K.
  • PFS Investments first reported a position in Goosehead Insurance in Q1 2021 and held it in 1 quarter.
  • PFS Investments's Goosehead Insurance position peaked at $334K in Q1 2021.
  • 174 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2021.

Based on PFS Investments's 13F filing for Q2 2021, filed 13 Aug 2021.