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 $5.7T 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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return