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Principal Securities’s Goosehead Insurance GSHD Stock Holding History

Principal 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
2024
Q2 		– Sell
-22
Closed -$1.47K – 3434
2024
Q1 		$1.47K Buy
22
+8
+57% +$611 ﹤0.01% 2951
2023
Q4 		$1.06K Buy
+14
New +$1.01K ﹤0.01% 2940

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 $15.3B AUM 25.06% 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 $3.37T AUM 44.26% 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

Principal Securities's GSHD Position: Q2 2024 in Review

Principal Securities sold out of Goosehead Insurance (GSHD) in Q2 2024, closing a stake of 22 shares — an estimated $1.47K sold.

Principal Securities first reported a position in GSHD in Q4 2023 and held it in 2 quarters. The position peaked at $1.47K in Q1 2024. 212 funds tracked by Wall St. Rank hold GSHD as of Q2 2024.

  • Principal Securities reported no remaining Goosehead Insurance position as of Q2 2024 after selling out during the quarter.
  • Principal Securities sold 22 Goosehead Insurance shares in Q2 2024, an estimated $1.47K.
  • Principal Securities first reported a position in Goosehead Insurance in Q4 2023 and held it in 2 quarters.
  • Principal Securities's Goosehead Insurance position peaked at $1.47K in Q1 2024.
  • 212 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2024.

Based on Principal Securities's 13F filing for Q2 2024, filed 31 Jul 2024.