RJFSA
GSHD icon

Raymond James Financial Services Advisors’s Goosehead Insurance GSHD Stock Holding History

Raymond James Financial Services 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
2023
Q4 		– Sell
-14,065
Closed -$1.05M – 3359
2023
Q3 		$1.05M Buy
+14,065
New +$944K ﹤0.01% 1867

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
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 $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Raymond James Financial Services Advisors's GSHD Position: Q4 2023 in Review

Raymond James Financial Services Advisors sold out of Goosehead Insurance (GSHD) in Q4 2023, closing a stake of 14,065 shares — an estimated $1.05M sold.

Raymond James Financial Services Advisors first reported a position in GSHD in Q3 2023 and held it in 1 quarter. The position peaked at $1.05M in Q3 2023. 251 funds tracked by Wall St. Rank hold GSHD as of Q4 2023.

  • Raymond James Financial Services Advisors reported no remaining Goosehead Insurance position as of Q4 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 14,065 Goosehead Insurance shares in Q4 2023, an estimated $1.05M.
  • Raymond James Financial Services Advisors first reported a position in Goosehead Insurance in Q3 2023 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's Goosehead Insurance position peaked at $1.05M in Q3 2023.
  • 251 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.