TCWP’s Goosehead Insurance GSHD Stock Holding History

TCWP’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
2022 Q2	–	Sell	-10	Closed	–	–	870
2022 Q1	$0	Buy	+10	New	+$888	﹤0.01%	1797

Other funds holding GSHD

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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 $3.38T AUM 44.17% 1-Year Est. Return

TCWP's GSHD Position: Q2 2022 in Review

TCWP sold out of Goosehead Insurance (GSHD) in Q2 2022, closing a stake of 10 shares.

TCWP first reported a position in GSHD in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 168 funds tracked by Wall St. Rank hold GSHD as of Q2 2022.

TCWP reported no remaining Goosehead Insurance position as of Q2 2022 after selling out during the quarter.
TCWP sold 10 Goosehead Insurance shares in Q2 2022.
TCWP first reported a position in Goosehead Insurance in Q1 2022 and held it in 1 quarter.
TCWP's Goosehead Insurance position peaked at $0 in Q1 2022.
168 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.