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Toth Financial Advisory’s Goosehead Insurance GSHD Stock Holding History

Toth Financial Advisory’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
-14,933
Closed -$1.13M – 745
2023
Q4 		$1.13M Buy
14,933
+1,068
+8% +$77.2K 0.15% 110
2023
Q3 		$1.03M Hold
13,865
– – 0.16% 118
2023
Q2 		$872K Buy
+13,865
New +$797K 0.13% 123
2019
Q4 		– Sell
-1,400
Closed -$69K – 498
2019
Q3 		$69K Sell
1,400
-7,500
-84% -$345K 0.02% 208
2019
Q2 		$425K Buy
+8,900
New +$310K 0.1% 113

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Toth Financial Advisory's GSHD Position: Q1 2024 in Review

Toth Financial Advisory sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 14,933 shares — an estimated $1.13M sold.

Toth Financial Advisory first reported a position in GSHD in Q2 2019 and held it in 5 quarters. The position peaked at $1.13M in Q4 2023. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

  • Toth Financial Advisory reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 14,933 Goosehead Insurance shares in Q1 2024, an estimated $1.13M.
  • Toth Financial Advisory first reported a position in Goosehead Insurance in Q2 2019 and held it in 5 quarters.
  • Toth Financial Advisory's Goosehead Insurance position peaked at $1.13M in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on Toth Financial Advisory's 13F filing for Q1 2024, filed 16 Apr 2024.