AWM
GWRE icon

Arbor Wealth Management’s Guidewire Software GWRE Stock Holding History

Arbor 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
2021
Q4 		$2.37M Buy
20,836
+3,016
+17% +$358K 0.52% 23
2021
Q3 		$2.12M Sell
17,820
-746
-4% -$86.1K 0.5% 24
2021
Q2 		$2.09M Buy
+18,566
New +$1.93M 0.52% 24

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
SGM
Skye Global Management West Palm Beach, Florida $5B AUM 11.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Arbor Wealth Management's GWRE Position: Q4 2021 in Review

Arbor Wealth Management increased its Guidewire Software (GWRE) stake by 17% in Q4 2021, buying an estimated $358K and bringing the position to 20,836 shares worth $2.37M. The position accounts for 0.52% of the portfolio, ranked #23.

Arbor Wealth Management first reported a position in GWRE in Q2 2021 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold GWRE as of Q4 2021.

  • Arbor Wealth Management held 20,836 shares of Guidewire Software worth $2.37M as of Q4 2021.
  • Arbor Wealth Management bought 3,016 Guidewire Software shares in Q4 2021, an estimated $358K.
  • Guidewire Software made up 0.52% of Arbor Wealth Management's portfolio in Q4 2021, its #23 holding.
  • Arbor Wealth Management first reported a position in Guidewire Software in Q2 2021 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2021.

Based on Arbor Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.