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Bartlett & Co Wealth Management’s Guidewire Software GWRE Stock Holding History

Bartlett & Co 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
-33
Closed -$2.03K – 1144
2022
Q3 		$2.03K Sell
33
-57
-63% -$4.12K ﹤0.01% 1050
2022
Q2 		$6.39K Buy
+90
New +$7.36K ﹤0.01% 968

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BCM
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ROIC
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DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
WA
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Bartlett & Co Wealth Management's GWRE Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Guidewire Software (GWRE) in Q4 2022, closing a stake of 33 shares — an estimated $2.03K sold.

Bartlett & Co Wealth Management first reported a position in GWRE in Q2 2022 and held it in 2 quarters. The position peaked at $6.39K in Q2 2022. 347 funds tracked by Wall St. Rank hold GWRE as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Guidewire Software position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 33 Guidewire Software shares in Q4 2022, an estimated $2.03K.
  • Bartlett & Co Wealth Management first reported a position in Guidewire Software in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Guidewire Software position peaked at $6.39K in Q2 2022.
  • 347 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.