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WealthShield Partners’s Goosehead Insurance GSHD Stock Holding History

WealthShield Partners’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
2021
Q3 		– Sell
-1,100
Closed -$140K – 443
2021
Q2 		$140K Buy
+1,100
New +$112K 0.02% 312

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Vanguard Group
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BlackRock
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthShield Partners's GSHD Position: Q3 2021 in Review

WealthShield Partners sold out of Goosehead Insurance (GSHD) in Q3 2021, closing a stake of 1,100 shares — an estimated $140K sold.

WealthShield Partners first reported a position in GSHD in Q2 2021 and held it in 1 quarter. The position peaked at $140K in Q2 2021. 181 funds tracked by Wall St. Rank hold GSHD as of Q3 2021.

  • WealthShield Partners reported no remaining Goosehead Insurance position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,100 Goosehead Insurance shares in Q3 2021, an estimated $140K.
  • WealthShield Partners first reported a position in Goosehead Insurance in Q2 2021 and held it in 1 quarter.
  • WealthShield Partners's Goosehead Insurance position peaked at $140K in Q2 2021.
  • 181 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.