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Beacon Pointe Advisors’s Guidewire Software GWRE Stock Holding History

Beacon Pointe 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
2024
Q3 		– Sell
-2,196
Closed -$303K – 1258
2024
Q2 		$303K Sell
2,196
-199
-8% -$23.9K ﹤0.01% 1047
2024
Q1 		$280K Sell
2,395
-20
-0.8% -$2.29K ﹤0.01% 1136
2023
Q4 		$263K Buy
2,415
+18
+0.8% +$1.72K ﹤0.01% 1115
2023
Q3 		$216K Buy
+2,397
New +$200K ﹤0.01% 1198
2022
Q2 		– Sell
-10,314
Closed -$976K – 1123
2022
Q1 		$976K Buy
10,314
+7,465
+262% +$714K 0.01% 628
2021
Q4 		$323K Buy
+2,849
New +$338K 0.01% 702
2021
Q3 		– Sell
-3,134
Closed -$353K – 930
2021
Q2 		$353K Buy
+3,134
New +$326K 0.01% 610

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Pointe Advisors's GWRE Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of Guidewire Software (GWRE) in Q3 2024, closing a stake of 2,196 shares — an estimated $303K sold.

Beacon Pointe Advisors first reported a position in GWRE in Q2 2021 and held it in 7 quarters. The position peaked at $976K in Q1 2022. 500 funds tracked by Wall St. Rank hold GWRE as of Q3 2024.

  • Beacon Pointe Advisors reported no remaining Guidewire Software position as of Q3 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,196 Guidewire Software shares in Q3 2024, an estimated $303K.
  • Beacon Pointe Advisors first reported a position in Guidewire Software in Q2 2021 and held it in 7 quarters.
  • Beacon Pointe Advisors's Guidewire Software position peaked at $976K in Q1 2022.
  • 500 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.