Alta Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Alta Wealth Advisors’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 Q1	–	Sell	-1,806	Closed	-$205K	–	151
2021 Q4	$205K	Sell	1,806 -57	-3%	-$6.76K	0.13%	139
2021 Q3	$221K	Sell	1,863 -1,092	-37%	-$126K	0.16%	137
2021 Q2	$333K	Hold	2,955	–	–	0.24%	117
2021 Q1	$300K	Sell	2,955 -150	-5%	-$17.4K	0.25%	117
2020 Q4	$400K	Buy	+3,105	New	+$354K	0.34%	96

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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

SGM

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

BCM

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

DCP

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

ROIC

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

Alta Wealth Advisors's GWRE Position: Q1 2022 in Review

Alta Wealth Advisors sold out of Guidewire Software (GWRE) in Q1 2022, closing a stake of 1,806 shares — an estimated $205K sold.

Alta Wealth Advisors first reported a position in GWRE in Q4 2020 and held it in 5 quarters. The position peaked at $400K in Q4 2020. 383 funds tracked by Wall St. Rank hold GWRE as of Q1 2022.

Alta Wealth Advisors reported no remaining Guidewire Software position as of Q1 2022 after selling out during the quarter.
Alta Wealth Advisors sold 1,806 Guidewire Software shares in Q1 2022, an estimated $205K.
Alta Wealth Advisors first reported a position in Guidewire Software in Q4 2020 and held it in 5 quarters.
Alta Wealth Advisors's Guidewire Software position peaked at $400K in Q4 2020.
383 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2022.

Based on Alta Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.