WAS
GSHD icon

Winch Advisory Services’s Goosehead Insurance GSHD Stock Holding History

Winch Advisory Services’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
Q4 		– Sell
-33
Closed -$5K – 485
2021
Q3 		$5K Buy
33
+8
+32% +$1.08K ﹤0.01% 329
2021
Q2 		$3K Buy
+25
New +$2.55K ﹤0.01% 383

Other funds holding GSHD

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Winch Advisory Services's GSHD Position: Q4 2021 in Review

Winch Advisory Services sold out of Goosehead Insurance (GSHD) in Q4 2021, closing a stake of 33 shares — an estimated $5K sold.

Winch Advisory Services first reported a position in GSHD in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 189 funds tracked by Wall St. Rank hold GSHD as of Q4 2021.

  • Winch Advisory Services reported no remaining Goosehead Insurance position as of Q4 2021 after selling out during the quarter.
  • Winch Advisory Services sold 33 Goosehead Insurance shares in Q4 2021, an estimated $5K.
  • Winch Advisory Services first reported a position in Goosehead Insurance in Q2 2021 and held it in 2 quarters.
  • Winch Advisory Services's Goosehead Insurance position peaked at $5K in Q3 2021.
  • 189 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2021.

Based on Winch Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.