BRWA
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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 -$16 – 1157
2014
Q4 		$16 Buy
+316
New +$15.6K ﹤0.01% 2652

Other funds holding GWRE

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SGM
Skye Global Management West Palm Beach, Florida $4.64B AUM 11.9% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return