ACG Wealth’s Guidewire Software GWRE Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-7	Closed	–	–	557
2022 Q2	$0	Buy	+7	New	+$573	﹤0.01%	971

Other funds holding GWRE

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SGM

Skye Global Management West Palm Beach, Florida $5B AUM 11.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

ACG Wealth's GWRE Position: Q3 2022 in Review

ACG Wealth sold out of Guidewire Software (GWRE) in Q3 2022, closing a stake of 7 shares.

ACG Wealth first reported a position in GWRE in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 373 funds tracked by Wall St. Rank hold GWRE as of Q3 2022.

ACG Wealth reported no remaining Guidewire Software position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 7 Guidewire Software shares in Q3 2022.
ACG Wealth first reported a position in Guidewire Software in Q2 2022 and held it in 1 quarter.
ACG Wealth's Guidewire Software position peaked at $0 in Q2 2022.
373 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.