AWM
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Accurate Wealth Management’s Guidewire Software GWRE Stock Holding History

Accurate Wealth Management’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-67
Closed -$4.45K – 731
2022
Q4 		$4.45K Buy
+67
New +$3.98K ﹤0.01% 1047

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William Blair Investment Management
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BCM
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ROIC
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WA
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DCP
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Accurate Wealth Management's GWRE Position: Q1 2023 in Review

Accurate Wealth Management sold out of Guidewire Software (GWRE) in Q1 2023, closing a stake of 67 shares — an estimated $4.45K sold.

Accurate Wealth Management first reported a position in GWRE in Q4 2022 and held it in 1 quarter. The position peaked at $4.45K in Q4 2022. 351 funds tracked by Wall St. Rank hold GWRE as of Q1 2023.

  • Accurate Wealth Management reported no remaining Guidewire Software position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 67 Guidewire Software shares in Q1 2023, an estimated $4.45K.
  • Accurate Wealth Management first reported a position in Guidewire Software in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Guidewire Software position peaked at $4.45K in Q4 2022.
  • 351 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.