RJA
GSHD icon

Raymond James & Associates’s Goosehead Insurance GSHD Stock Holding History

Raymond James & Associates’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 		$399K Sell
4,467
-1,199
-21% -$94.9K ﹤0.01% 3235
2024
Q2 		$325K Sell
5,666
-281
-5% -$16.9K ﹤0.01% 3333
2024
Q1 		$396K Buy
5,947
+1,275
+27% +$97.4K ﹤0.01% 3208
2023
Q4 		$354K Buy
4,672
+695
+17% +$50.2K ﹤0.01% 3177
2023
Q3 		$296K Sell
3,977
-394
-9% -$26.4K ﹤0.01% 3233
2023
Q2 		$275K Buy
+4,371
New +$251K ﹤0.01% 3314
2021
Q4 		– Sell
-1,639
Closed -$250K – 4202
2021
Q3 		$250K Buy
+1,639
New +$221K ﹤0.01% 3544
2018
Q4 		– Sell
-79,245
Closed -$2.68M – 3613
2018
Q3 		$2.68M Buy
+79,245
New +$2.3M ﹤0.01% 1631

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