Avior Wealth Management’s Guidewire Software GWRE Stock Holding History

Avior 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
2026 Q2	$225K	Buy	+1,827	New	+$244K	0.01%	727
2025 Q1	–	Sell	-53	Closed	-$8.93K	–	1414
2024 Q4	$8.93K	Hold	53	–	–	﹤0.01%	1663
2024 Q3	$9.7K	Hold	53	–	–	﹤0.01%	1570
2024 Q2	$7.31K	Sell	53 -222	-81%	-$26.7K	﹤0.01%	1601
2024 Q1	$32.1K	Buy	275 +222	+419%	+$25.4K	﹤0.01%	1409
2023 Q4	$5.78K	Hold	53	–	–	﹤0.01%	1105
2023 Q3	$4.77K	Hold	53	–	–	﹤0.01%	1201
2023 Q2	$4.03K	Hold	53	–	–	﹤0.01%	1239
2023 Q1	$4.35K	Buy	+53	New	+$3.85K	﹤0.01%	1241
2020 Q2	–	Sell	-3,220	Closed	-$255K	–	938
2020 Q1	$255K	Hold	3,220	–	–	0.05%	298
2019 Q4	$353K	Sell	3,220 -990	-24%	-$111K	0.06%	285
2019 Q3	$443K	Hold	4,210	–	–	0.08%	239
2019 Q2	$427K	Hold	4,210	–	–	0.08%	234
2019 Q1	$409K	Buy	4,210 +1,370	+48%	+$122K	0.09%	233
2018 Q4	$227K	Buy	2,840 +50	+2%	+$4.36K	0.05%	289
2018 Q3	$282K	Buy	2,790 +1,190	+74%	+$114K	0.06%	273
2018 Q2	$142K	Buy	+1,600	New	+$142K	0.03%	402

Other funds holding GWRE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return