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Baystate Wealth Management’s Guidewire Software GWRE Stock Holding History

Baystate 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
2023
Q3 		– Sell
-51
Closed -$3.88K – 1057
2023
Q2 		$3.88K Hold
51
– – ﹤0.01% 745
2023
Q1 		$4.18K Buy
+51
New +$3.71K ﹤0.01% 717
2022
Q1 		– Sell
-2
Closed – – 902
2021
Q4 		$0 Hold
2
– – ﹤0.01% 907
2021
Q3 		$0 Hold
2
– – ﹤0.01% 852
2021
Q2 		$0 Hold
2
– – ﹤0.01% 819
2021
Q1 		$0 Buy
+2
New +$233 ﹤0.01% 761

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Baystate Wealth Management's GWRE Position: Q3 2023 in Review

Baystate Wealth Management sold out of Guidewire Software (GWRE) in Q3 2023, closing a stake of 51 shares — an estimated $3.88K sold.

Baystate Wealth Management first reported a position in GWRE in Q1 2021 and held it in 6 quarters. The position peaked at $4.18K in Q1 2023. 353 funds tracked by Wall St. Rank hold GWRE as of Q3 2023.

  • Baystate Wealth Management reported no remaining Guidewire Software position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 51 Guidewire Software shares in Q3 2023, an estimated $3.88K.
  • Baystate Wealth Management first reported a position in Guidewire Software in Q1 2021 and held it in 6 quarters.
  • Baystate Wealth Management's Guidewire Software position peaked at $4.18K in Q1 2023.
  • 353 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.