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B. Riley Wealth Advisors’s Guidewire Software GWRE Stock Holding History

B. Riley 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
-4,758
Closed -$541K – 1441
2021
Q4 		$541K Buy
4,758
+1,134
+31% +$134K 0.02% 763
2021
Q3 		$431K Buy
+3,624
New +$418K 0.01% 852
2021
Q1 		– Sell
-2,955
Closed -$381K – 1378
2020
Q4 		$381K Sell
2,955
-718
-20% -$81.9K 0.02% 630
2020
Q3 		$383K Sell
3,673
-105
-3% -$11.8K 0.02% 632
2020
Q2 		$419K Sell
3,778
-467
-11% -$44.9K 0.03% 514
2020
Q1 		$337K Sell
4,245
-456
-10% -$47.6K 0.03% 506
2019
Q4 		$517K Buy
4,701
+362
+8% +$40.5K 0.04% 425
2019
Q3 		$458K Buy
+4,339
New +$437K 0.05% 435
2015
Q1 		– Sell
-316
Closed -$16K – 1155
2014
Q4 		$16K Buy
+316
New +$15.6K ﹤0.01% 2652

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SGM
Skye Global Management West Palm Beach, Florida $5.14B AUM 6.88% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

B. Riley Wealth Advisors's GWRE Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Guidewire Software (GWRE) in Q1 2022, closing a stake of 4,758 shares — an estimated $541K sold.

B. Riley Wealth Advisors first reported a position in GWRE in Q4 2014 and held it in 9 quarters. The position peaked at $541K in Q4 2021. 383 funds tracked by Wall St. Rank hold GWRE as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Guidewire Software position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,758 Guidewire Software shares in Q1 2022, an estimated $541K.
  • B. Riley Wealth Advisors first reported a position in Guidewire Software in Q4 2014 and held it in 9 quarters.
  • B. Riley Wealth Advisors's Guidewire Software position peaked at $541K in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.