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Arete Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Arete 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
2023
Q1 		– Sell
-31,165
Closed -$917K – 685
2022
Q4 		$917K Buy
+31,165
New +$1.85M 0.08% 219

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Arete Wealth Advisors's GWRE Position: Q1 2023 in Review

Arete Wealth Advisors sold out of Guidewire Software (GWRE) in Q1 2023, closing a stake of 31,165 shares — an estimated $917K sold.

Arete Wealth Advisors first reported a position in GWRE in Q4 2022 and held it in 1 quarter. The position peaked at $917K in Q4 2022. 350 funds tracked by Wall St. Rank hold GWRE as of Q1 2023.

  • Arete Wealth Advisors reported no remaining Guidewire Software position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 31,165 Guidewire Software shares in Q1 2023, an estimated $917K.
  • Arete Wealth Advisors first reported a position in Guidewire Software in Q4 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's Guidewire Software position peaked at $917K in Q4 2022.
  • 350 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.