BerganKDV Wealth Management’s Guidewire Software GWRE Stock Holding History

BerganKDV 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 Q2	$837	Hold	11	–	–	﹤0.01%	771
2023 Q1	$903	Hold	11	–	–	﹤0.01%	914
2022 Q4	$688	Buy	+11	New	+$653	﹤0.01%	918
2022 Q1	–	Sell	-19	Closed	-$2K	–	1036
2021 Q4	$2K	Buy	19 +14	+280%	+$1.66K	﹤0.01%	915
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	965
2021 Q2	$1K	Sell	5 -3	-38%	-$312	﹤0.01%	913
2021 Q1	$1K	Sell	8 -9	-53%	-$1.05K	﹤0.01%	858
2020 Q4	$2K	Hold	17	–	–	﹤0.01%	777
2020 Q3	$2K	Hold	17	–	–	﹤0.01%	699
2020 Q2	$2K	Buy	17 +4	+31%	+$384	﹤0.01%	748
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	825
2019 Q4	$1K	Buy	+13	New	+$1.45K	﹤0.01%	849

Other funds holding GWRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BerganKDV Wealth Management's GWRE Position: Q2 2023 in Review

BerganKDV Wealth Management held its Guidewire Software (GWRE) position steady in Q2 2023 at 11 shares worth $837. The position accounts for ﹤0.01% of the portfolio, ranked #771.

BerganKDV Wealth Management first reported a position in GWRE in Q4 2019 and has held it in 12 quarters since. The position peaked at $2K in Q4 2021. 353 funds tracked by Wall St. Rank hold GWRE as of Q2 2023.

BerganKDV Wealth Management held 11 shares of Guidewire Software worth $837 as of Q2 2023.
BerganKDV Wealth Management left its Guidewire Software share count unchanged in Q2 2023.
Guidewire Software made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #771 holding.
BerganKDV Wealth Management first reported a position in Guidewire Software in Q4 2019 and has held it in 12 quarters since.
BerganKDV Wealth Management's Guidewire Software position peaked at $2K in Q4 2021.
353 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.