PWMG
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Prestige Wealth Management Group’s Goosehead Insurance GSHD Stock Holding History

Prestige Wealth Management Group’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
Q2 		– Sell
-5
Closed -$334 – 1013
2024
Q1 		$334 Buy
+5
New +$382 ﹤0.01% 982

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prestige Wealth Management Group's GSHD Position: Q2 2024 in Review

Prestige Wealth Management Group sold out of Goosehead Insurance (GSHD) in Q2 2024, closing a stake of 5 shares — an estimated $334 sold.

Prestige Wealth Management Group first reported a position in GSHD in Q1 2024 and held it in 1 quarter. The position peaked at $334 in Q1 2024. 212 funds tracked by Wall St. Rank hold GSHD as of Q2 2024.

  • Prestige Wealth Management Group reported no remaining Goosehead Insurance position as of Q2 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 5 Goosehead Insurance shares in Q2 2024, an estimated $334.
  • Prestige Wealth Management Group first reported a position in Goosehead Insurance in Q1 2024 and held it in 1 quarter.
  • Prestige Wealth Management Group's Goosehead Insurance position peaked at $334 in Q1 2024.
  • 212 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2024.

Based on Prestige Wealth Management Group's 13F filing for Q2 2024, filed 6 Aug 2024.