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Weaver Consulting Group’s Goosehead Insurance GSHD Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-32
Closed -$3K – 442
2020
Q3 		$3K Hold
32
– – ﹤0.01% 769
2020
Q2 		$2K Hold
32
– – ﹤0.01% 793
2020
Q1 		$1K Sell
32
-4
-11% -$198 ﹤0.01% 773
2019
Q4 		$2K Hold
36
– – ﹤0.01% 741
2019
Q3 		$2K Hold
36
– – ﹤0.01% 725
2019
Q2 		$2K Hold
36
– – ﹤0.01% 714
2019
Q1 		$1K Buy
+36
New +$1.03K ﹤0.01% 1424

Other funds holding GSHD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Weaver Consulting Group's GSHD Position: Q4 2020 in Review

Weaver Consulting Group sold out of Goosehead Insurance (GSHD) in Q4 2020, closing a stake of 32 shares — an estimated $3K sold.

Weaver Consulting Group first reported a position in GSHD in Q1 2019 and held it in 7 quarters. The position peaked at $3K in Q3 2020. 177 funds tracked by Wall St. Rank hold GSHD as of Q4 2020.

  • Weaver Consulting Group reported no remaining Goosehead Insurance position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 32 Goosehead Insurance shares in Q4 2020, an estimated $3K.
  • Weaver Consulting Group first reported a position in Goosehead Insurance in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Goosehead Insurance position peaked at $3K in Q3 2020.
  • 177 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.