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Cassady Schiller Wealth Management’s Guidewire Software GWRE Stock Holding History

Cassady Schiller 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 		– Sell
-4
Closed -$328 – 479
2023
Q1 		$328 Buy
+4
New +$291 ﹤0.01% 441

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Cassady Schiller Wealth Management's GWRE Position: Q2 2023 in Review

Cassady Schiller Wealth Management sold out of Guidewire Software (GWRE) in Q2 2023, closing a stake of 4 shares — an estimated $328 sold.

Cassady Schiller Wealth Management first reported a position in GWRE in Q1 2023 and held it in 1 quarter. The position peaked at $328 in Q1 2023. 355 funds tracked by Wall St. Rank hold GWRE as of Q2 2023.

  • Cassady Schiller Wealth Management reported no remaining Guidewire Software position as of Q2 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 4 Guidewire Software shares in Q2 2023, an estimated $328.
  • Cassady Schiller Wealth Management first reported a position in Guidewire Software in Q1 2023 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Guidewire Software position peaked at $328 in Q1 2023.
  • 355 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.