BAM
GWRE icon

Beaumont Asset Management’s Guidewire Software GWRE Stock Holding History

Beaumont Asset 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
-6,076
Closed -$374K – 74
2022
Q3 		$374K Sell
6,076
-6,339
-51% -$458K 0.3% 58
2022
Q2 		$881K Sell
12,415
-29
-0.2% -$2.37K 0.67% 33
2022
Q1 		$1.18M Buy
12,444
+692
+6% +$66.1K 0.8% 28
2021
Q4 		$1.33M Hold
11,752
– – 0.89% 21
2021
Q3 		$1.4M Buy
11,752
+494
+4% +$57K 1.04% 19
2021
Q2 		$1.27M Buy
11,258
+25
+0.2% +$2.6K 0.98% 21
2021
Q1 		$1.14M Buy
11,233
+1,001
+10% +$116K 0.96% 22
2020
Q4 		$1.32M Buy
10,232
+129
+1% +$14.7K 1.19% 19
2020
Q3 		$1.05M Sell
10,103
-493
-5% -$55.4K 1.06% 22
2020
Q2 		$1.17M Sell
10,596
-292
-3% -$28K 1.23% 20
2020
Q1 		$863K Sell
10,888
-159
-1% -$16.6K 1.03% 26
2019
Q4 		$1.21M Buy
+11,047
New +$1.24M 1.16% 24

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

Beaumont Asset Management's GWRE Position: Q4 2022 in Review

Beaumont Asset Management sold out of Guidewire Software (GWRE) in Q4 2022, closing a stake of 6,076 shares — an estimated $374K sold.

Beaumont Asset Management first reported a position in GWRE in Q4 2019 and held it in 12 quarters. The position peaked at $1.4M in Q3 2021. 347 funds tracked by Wall St. Rank hold GWRE as of Q4 2022.

  • Beaumont Asset Management reported no remaining Guidewire Software position as of Q4 2022 after selling out during the quarter.
  • Beaumont Asset Management sold 6,076 Guidewire Software shares in Q4 2022, an estimated $374K.
  • Beaumont Asset Management first reported a position in Guidewire Software in Q4 2019 and held it in 12 quarters.
  • Beaumont Asset Management's Guidewire Software position peaked at $1.4M in Q3 2021.
  • 347 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2022.

Based on Beaumont Asset Management's 13F filing for Q4 2022, filed 18 Jan 2023.