YorkBridge Wealth Partners’s Goosehead Insurance GSHD Stock Holding History

YorkBridge Wealth 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
2022 Q4	$225K	Sell	6,540 -983	-13%	-$36.8K	0.06%	235
2022 Q3	$268K	Buy	7,523 +2,064	+38%	+$107K	0.07%	219
2022 Q2	$249K	Buy	5,459 +630	+13%	+$34.4K	0.07%	233
2022 Q1	$379K	Buy	4,829 +2,252	+87%	+$200K	0.08%	191
2021 Q4	$335K	Buy	2,577 +497	+24%	+$71.3K	0.08%	223
2021 Q3	$317K	Buy	+2,080	New	+$281K	0.08%	211

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

ONPI

Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

YorkBridge Wealth Partners's GSHD Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Goosehead Insurance (GSHD) stake by 13% in Q4 2022, selling an estimated $36.8K and leaving 6,540 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #235.

YorkBridge Wealth Partners first reported a position in GSHD in Q3 2021 and has held it in 6 quarters since. The position peaked at $379K in Q1 2022. 168 funds tracked by Wall St. Rank hold GSHD as of Q4 2022.

YorkBridge Wealth Partners held 6,540 shares of Goosehead Insurance worth $225K as of Q4 2022.
YorkBridge Wealth Partners sold 983 Goosehead Insurance shares in Q4 2022, an estimated $36.8K.
Goosehead Insurance made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #235 holding.
YorkBridge Wealth Partners first reported a position in Goosehead Insurance in Q3 2021 and has held it in 6 quarters since.
YorkBridge Wealth Partners's Goosehead Insurance position peaked at $379K in Q1 2022.
168 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.