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Planning Capital Management Corporation’s Goosehead Insurance GSHD Stock Holding History

Planning Capital Management Corporation’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
-247
Closed -$14.2K – 844
2024
Q2 		$14.2K Hold
247
– – 0.01% 354
2024
Q1 		$16.5K Hold
247
– – 0.01% 329
2023
Q4 		$18.7K Buy
+247
New +$17.8K 0.01% 310

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return

Planning Capital Management Corporation's GSHD Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Goosehead Insurance (GSHD) in Q3 2024, closing a stake of 247 shares — an estimated $14.2K sold.

Planning Capital Management Corporation first reported a position in GSHD in Q4 2023 and held it in 3 quarters. The position peaked at $18.7K in Q4 2023. 230 funds tracked by Wall St. Rank hold GSHD as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Goosehead Insurance position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 247 Goosehead Insurance shares in Q3 2024, an estimated $14.2K.
  • Planning Capital Management Corporation first reported a position in Goosehead Insurance in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Goosehead Insurance position peaked at $18.7K in Q4 2023.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.