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West Tower Group’s Goosehead Insurance GSHD Stock Holding History

West Tower 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
2023
Q4 		– Sell
-42
Closed -$3.13K – 614
2023
Q3 		$3.13K Buy
+42
New +$2.82K ﹤0.01% 541

Other funds holding GSHD

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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
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 $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

West Tower Group's GSHD Position: Q4 2023 in Review

West Tower Group sold out of Goosehead Insurance (GSHD) in Q4 2023, closing a stake of 42 shares — an estimated $3.13K sold.

West Tower Group first reported a position in GSHD in Q3 2023 and held it in 1 quarter. The position peaked at $3.13K in Q3 2023. 251 funds tracked by Wall St. Rank hold GSHD as of Q4 2023.

  • West Tower Group reported no remaining Goosehead Insurance position as of Q4 2023 after selling out during the quarter.
  • West Tower Group sold 42 Goosehead Insurance shares in Q4 2023, an estimated $3.13K.
  • West Tower Group first reported a position in Goosehead Insurance in Q3 2023 and held it in 1 quarter.
  • West Tower Group's Goosehead Insurance position peaked at $3.13K in Q3 2023.
  • 251 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.