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Rational Advisors’s Goosehead Insurance GSHD Stock Holding History

Rational 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
2022
Q1 		– Sell
-163
Closed -$21K – 272
2021
Q4 		$21K Buy
163
+95
+140% +$13.6K ﹤0.01% 169
2021
Q3 		$10K Buy
+68
New +$9.17K ﹤0.01% 154

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
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
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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Rational Advisors's GSHD Position: Q1 2022 in Review

Rational Advisors sold out of Goosehead Insurance (GSHD) in Q1 2022, closing a stake of 163 shares — an estimated $21K sold.

Rational Advisors first reported a position in GSHD in Q3 2021 and held it in 2 quarters. The position peaked at $21K in Q4 2021. 180 funds tracked by Wall St. Rank hold GSHD as of Q1 2022.

  • Rational Advisors reported no remaining Goosehead Insurance position as of Q1 2022 after selling out during the quarter.
  • Rational Advisors sold 163 Goosehead Insurance shares in Q1 2022, an estimated $21K.
  • Rational Advisors first reported a position in Goosehead Insurance in Q3 2021 and held it in 2 quarters.
  • Rational Advisors's Goosehead Insurance position peaked at $21K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2022.

Based on Rational Advisors's 13F filing for Q1 2022, filed 10 May 2022.