TWA
GSHD icon

TCI Wealth Advisors’s Goosehead Insurance GSHD Stock Holding History

TCI Wealth 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
Q2 		– Sell
-102
Closed -$5.33K – 1036
2023
Q1 		$5.33K Hold
102
– – ﹤0.01% 1484
2022
Q4 		$3.5K Buy
102
+22
+28% +$824 ﹤0.01% 1760
2022
Q3 		$3K Sell
80
-70
-47% -$3.63K ﹤0.01% 1772
2022
Q2 		$7K Buy
150
+70
+88% +$3.82K ﹤0.01% 1242
2022
Q1 		$6K Buy
80
+11
+16% +$976 ﹤0.01% 1420
2021
Q4 		$9K Buy
69
+14
+25% +$2.01K ﹤0.01% 1256
2021
Q3 		$8K Buy
55
+28
+104% +$3.78K ﹤0.01% 1251
2021
Q2 		$3K Sell
27
-2
-7% -$204 ﹤0.01% 1754
2021
Q1 		$3K Buy
+29
New +$3.92K ﹤0.01% 1526

Other funds holding GSHD

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
WCM
Wildcat Capital Management New York $106M AUM 0.1% 1-Year Est. Return