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Beacon Financial Group’s Guidewire Software GWRE Stock Holding History

Beacon Financial Group’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
-5,458
Closed -$342K – 233
2022
Q3 		$342K Buy
5,458
+65
+1% +$4.7K 0.05% 202
2022
Q2 		$412K Sell
5,393
-125
-2% -$10.2K 0.06% 193
2022
Q1 		$531K Buy
5,518
+20
+0.4% +$1.91K 0.07% 190
2021
Q4 		$623K Sell
5,498
-130
-2% -$15.4K 0.08% 178
2021
Q3 		$669K Sell
5,628
-324
-5% -$37.4K 0.09% 162
2021
Q2 		$673K Buy
5,952
+838
+16% +$87.1K 0.1% 158
2021
Q1 		$650K Hold
5,114
– – 0.1% 150
2020
Q4 		$650K Sell
5,114
-170
-3% -$19.4K 0.1% 152
2020
Q3 		$551K Sell
5,284
-260
-5% -$29.2K 0.1% 143
2020
Q2 		$605K Buy
+5,544
New +$533K 0.12% 135

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

Beacon Financial Group's GWRE Position: Q4 2022 in Review

Beacon Financial Group sold out of Guidewire Software (GWRE) in Q4 2022, closing a stake of 5,458 shares — an estimated $342K sold.

Beacon Financial Group first reported a position in GWRE in Q2 2020 and held it in 10 quarters. The position peaked at $673K in Q2 2021. 347 funds tracked by Wall St. Rank hold GWRE as of Q4 2022.

  • Beacon Financial Group reported no remaining Guidewire Software position as of Q4 2022 after selling out during the quarter.
  • Beacon Financial Group sold 5,458 Guidewire Software shares in Q4 2022, an estimated $342K.
  • Beacon Financial Group first reported a position in Guidewire Software in Q2 2020 and held it in 10 quarters.
  • Beacon Financial Group's Guidewire Software position peaked at $673K in Q2 2021.
  • 347 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2022.

Based on Beacon Financial Group's 13F filing for Q4 2022, filed 19 Jan 2023.