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Procyon Advisors’s Goosehead Insurance GSHD Stock Holding History

Procyon Advisors’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
2020
Q3 		– Sell
-53
Closed -$4K – 527
2020
Q2 		$4K Hold
53
– – ﹤0.01% 818
2020
Q1 		$2K Buy
+53
New +$2.62K ﹤0.01% 848

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Procyon Advisors's GSHD Position: Q3 2020 in Review

Procyon Advisors sold out of Goosehead Insurance (GSHD) in Q3 2020, closing a stake of 53 shares — an estimated $4K sold.

Procyon Advisors first reported a position in GSHD in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 165 funds tracked by Wall St. Rank hold GSHD as of Q3 2020.

  • Procyon Advisors reported no remaining Goosehead Insurance position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 53 Goosehead Insurance shares in Q3 2020, an estimated $4K.
  • Procyon Advisors first reported a position in Goosehead Insurance in Q1 2020 and held it in 2 quarters.
  • Procyon Advisors's Goosehead Insurance position peaked at $4K in Q2 2020.
  • 165 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.