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Baker Tilly Wealth Management’s Guidewire Software GWRE Stock Holding History

Baker Tilly 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
2022
Q4 		– Sell
-3,885
Closed -$239K – 551
2022
Q3 		$239K Sell
3,885
-1,963
-34% -$142K 0.03% 444
2022
Q2 		$415K Buy
5,848
+187
+3% +$15.3K 0.05% 353
2022
Q1 		$536K Buy
5,661
+1,087
+24% +$104K 0.06% 331
2021
Q4 		$519K Buy
4,574
+1,099
+32% +$130K 0.06% 339
2021
Q3 		$413K Buy
3,475
+610
+21% +$70.4K 0.05% 359
2021
Q2 		$323K Buy
2,865
+502
+21% +$52.2K 0.05% 380
2021
Q1 		$240K Buy
+2,363
New +$275K 0.05% 416

Other funds holding GWRE

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Baker Tilly Wealth Management's GWRE Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of Guidewire Software (GWRE) in Q4 2022, closing a stake of 3,885 shares — an estimated $239K sold.

Baker Tilly Wealth Management first reported a position in GWRE in Q1 2021 and held it in 7 quarters. The position peaked at $536K in Q1 2022. 347 funds tracked by Wall St. Rank hold GWRE as of Q4 2022.

  • Baker Tilly Wealth Management reported no remaining Guidewire Software position as of Q4 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,885 Guidewire Software shares in Q4 2022, an estimated $239K.
  • Baker Tilly Wealth Management first reported a position in Guidewire Software in Q1 2021 and held it in 7 quarters.
  • Baker Tilly Wealth Management's Guidewire Software position peaked at $536K in Q1 2022.
  • 347 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.