Sheets Smith Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Sheets Smith Wealth Management’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 Q1	–	Sell	-8,481	Closed	-$643K	–	390
2023 Q4	$643K	Buy	8,481 +89	+1%	+$6.43K	0.09%	181
2023 Q3	$625K	Sell	8,392 -570	-6%	-$38.2K	0.1%	175
2023 Q2	$564K	Buy	+8,962	New	+$515K	0.08%	196
2020 Q2	–	Sell	-11,773	Closed	-$525K	–	276
2020 Q1	$525K	Sell	11,773 -277	-2%	-$13.7K	0.11%	155
2019 Q4	$507K	Sell	12,050 -258	-2%	-$11.4K	0.1%	212
2019 Q3	$607K	Buy	12,308 +312	+3%	+$14.3K	0.12%	170
2019 Q2	$573K	Buy	+11,996	New	+$418K	0.12%	182

Other funds holding GSHD

BlackRock New York $6.73T AUM 46.02% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ONPI

Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's GSHD Position: Q1 2024 in Review

Sheets Smith Wealth Management sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 8,481 shares — an estimated $643K sold.

Sheets Smith Wealth Management first reported a position in GSHD in Q2 2019 and held it in 7 quarters. The position peaked at $643K in Q4 2023. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

Sheets Smith Wealth Management reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
Sheets Smith Wealth Management sold 8,481 Goosehead Insurance shares in Q1 2024, an estimated $643K.
Sheets Smith Wealth Management first reported a position in Goosehead Insurance in Q2 2019 and held it in 7 quarters.
Sheets Smith Wealth Management's Goosehead Insurance position peaked at $643K in Q4 2023.
234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.