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Annapolis Financial Services’s Guidewire Software GWRE Stock Holding History

Annapolis Financial Services’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
Q4 		– Sell
-78
Closed -$5K – 480
2022
Q3 		$5K Buy
78
+73
+1,460% +$5.28K ﹤0.01% 395
2022
Q2 		$0 Hold
5
– – ﹤0.01% 467
2022
Q1 		$0 Hold
5
– – ﹤0.01% 478
2021
Q4 		$1K Hold
5
– – ﹤0.01% 437
2021
Q3 		$1K Hold
5
– – ﹤0.01% 423
2021
Q2 		$1K Hold
5
– – ﹤0.01% 398
2021
Q1 		$1K Hold
5
– – ﹤0.01% 390
2020
Q4 		$1K Buy
+5
New +$571 ﹤0.01% 387

Other funds holding GWRE

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Annapolis Financial Services's GWRE Position: Q4 2022 in Review

Annapolis Financial Services sold out of Guidewire Software (GWRE) in Q4 2022, closing a stake of 78 shares — an estimated $5K sold.

Annapolis Financial Services first reported a position in GWRE in Q4 2020 and held it in 8 quarters. The position peaked at $5K in Q3 2022. 347 funds tracked by Wall St. Rank hold GWRE as of Q4 2022.

  • Annapolis Financial Services reported no remaining Guidewire Software position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 78 Guidewire Software shares in Q4 2022, an estimated $5K.
  • Annapolis Financial Services first reported a position in Guidewire Software in Q4 2020 and held it in 8 quarters.
  • Annapolis Financial Services's Guidewire Software position peaked at $5K in Q3 2022.
  • 347 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.