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Tradewinds Capital Management’s Goosehead Insurance GSHD Stock Holding History

Tradewinds Capital Management’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 -$1K – 569
2022
Q1 		$1K Hold
10
– – ﹤0.01% 720
2021
Q4 		$1K Hold
10
– – ﹤0.01% 724
2021
Q3 		$2K Hold
10
– – ﹤0.01% 651
2021
Q2 		$1K Hold
10
– – ﹤0.01% 716
2021
Q1 		$1K Hold
10
– – ﹤0.01% 686
2020
Q4 		$1K Hold
10
– – ﹤0.01% 642
2020
Q3 		$1K Hold
10
– – ﹤0.01% 615
2020
Q2 		$1K Buy
+10
New +$579 ﹤0.01% 605

Other funds holding GSHD

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Tradewinds Capital Management's GSHD Position: Q2 2022 in Review

Tradewinds Capital Management sold out of Goosehead Insurance (GSHD) in Q2 2022, closing a stake of 10 shares — an estimated $1K sold.

Tradewinds Capital Management first reported a position in GSHD in Q2 2020 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 168 funds tracked by Wall St. Rank hold GSHD as of Q2 2022.

  • Tradewinds Capital Management reported no remaining Goosehead Insurance position as of Q2 2022 after selling out during the quarter.
  • Tradewinds Capital Management sold 10 Goosehead Insurance shares in Q2 2022, an estimated $1K.
  • Tradewinds Capital Management first reported a position in Goosehead Insurance in Q2 2020 and held it in 8 quarters.
  • Tradewinds Capital Management's Goosehead Insurance position peaked at $2K in Q3 2021.
  • 168 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.