Reilly Financial Advisors’s Goosehead Insurance GSHD Stock Holding History

Reilly Financial 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
2021 Q4	$6K	Buy	+48	New	+$6.89K	﹤0.01%	804

Other funds holding GSHD

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Reilly Financial Advisors's GSHD Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Goosehead Insurance (GSHD) in Q4 2021: 48 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings.

189 funds tracked by Wall St. Rank hold GSHD as of Q4 2021.

Reilly Financial Advisors held 48 shares of Goosehead Insurance worth $6K as of Q4 2021.
Goosehead Insurance was a new Reilly Financial Advisors position in Q4 2021.
Goosehead Insurance made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #804 holding.
189 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.