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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 $32.2B AUM 10.98% 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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
WCM
Wildcat Capital Management New York $229M AUM 132.65% 1-Year Est. Return

TCI Wealth Advisors's GSHD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Goosehead Insurance (GSHD) in Q2 2023, closing a stake of 102 shares — an estimated $5.33K sold.

TCI Wealth Advisors first reported a position in GSHD in Q1 2021 and held it in 9 quarters. The position peaked at $9K in Q4 2021. 183 funds tracked by Wall St. Rank hold GSHD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Goosehead Insurance position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 102 Goosehead Insurance shares in Q2 2023, an estimated $5.33K.
  • TCI Wealth Advisors first reported a position in Goosehead Insurance in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Goosehead Insurance position peaked at $9K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.