Truist Financial’s Goosehead Insurance GSHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-9,426
Closed -$336K 2625
2022
Q3
$336K Sell
9,426
-9,779
-51% -$508K ﹤0.01% 2032
2022
Q2
$877K Sell
19,205
-1,634
-8% -$89.2K ﹤0.01% 1615
2022
Q1
$1.64M Sell
20,839
-2,076
-9% -$184K ﹤0.01% 1382
2021
Q4
$2.98M Sell
22,915
-993
-4% -$142K ﹤0.01% 1094
2021
Q3
$3.64M Sell
23,908
-4
-0% -$539 0.01% 1006
2021
Q2
$3.04M Buy
23,912
+3,198
+15% +$326K 0.01% 1082
2021
Q1
$2.22M Buy
20,714
+5,832
+39% +$789K ﹤0.01% 1186
2020
Q4
$1.86M Buy
14,882
+4,297
+41% +$491K ﹤0.01% 1196
2020
Q3
$917K Buy
10,585
+3,736
+55% +$340K ﹤0.01% 1409
2020
Q2
$514K Buy
+6,849
New +$397K ﹤0.01% 1610

Other funds holding GSHD

Truist Financial's GSHD Position: Q4 2022 in Review

Truist Financial sold out of Goosehead Insurance (GSHD) in Q4 2022, closing a stake of 9,426 shares — an estimated $336K sold.

Truist Financial first reported a position in GSHD in Q2 2020 and held it in 10 quarters. The position peaked at $3.64M in Q3 2021. 169 funds tracked by Wall St. Rank hold GSHD as of Q4 2022.

  • Truist Financial reported no remaining Goosehead Insurance position as of Q4 2022 after selling out during the quarter.
  • Truist Financial sold 9,426 Goosehead Insurance shares in Q4 2022, an estimated $336K.
  • Truist Financial first reported a position in Goosehead Insurance in Q2 2020 and held it in 10 quarters.
  • Truist Financial's Goosehead Insurance position peaked at $3.64M in Q3 2021.
  • 169 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.