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SYSTM Wealth Solutions’s Goosehead Insurance GSHD Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-164
Closed -$9.42K – 319
2024
Q2 		$9.42K Sell
164
-3,178
-95% -$191K ﹤0.01% 493
2024
Q1 		$223K Buy
3,342
+3,196
+2,189% +$244K 0.03% 383
2023
Q4 		$11.1K Sell
146
-3,121
-96% -$225K ﹤0.01% 815
2023
Q3 		$243K Hold
3,267
– – 0.04% 401
2023
Q2 		$205K Buy
+3,267
New +$188K 0.03% 454

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

SYSTM Wealth Solutions's GSHD Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Goosehead Insurance (GSHD) in Q3 2024, closing a stake of 164 shares — an estimated $9.42K sold.

SYSTM Wealth Solutions first reported a position in GSHD in Q2 2023 and held it in 5 quarters. The position peaked at $243K in Q3 2023. 230 funds tracked by Wall St. Rank hold GSHD as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Goosehead Insurance position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 164 Goosehead Insurance shares in Q3 2024, an estimated $9.42K.
  • SYSTM Wealth Solutions first reported a position in Goosehead Insurance in Q2 2023 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Goosehead Insurance position peaked at $243K in Q3 2023.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.