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Charter Oak Capital Management’s Guidewire Software GWRE Stock Holding History

Charter Oak Capital 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
Q3 		– Sell
-550
Closed -$39K – 446
2022
Q2 		$39K Hold
550
– – 0.01% 367
2022
Q1 		$52K Hold
550
– – 0.01% 352
2021
Q4 		$62K Hold
550
– – 0.01% 321
2021
Q3 		$65K Hold
550
– – 0.01% 295
2021
Q2 		$62K Sell
550
-100
-15% -$10.4K 0.01% 299
2021
Q1 		$66K Hold
650
– – 0.01% 283
2020
Q4 		$84K Buy
+650
New +$74.2K 0.01% 244

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SGM
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BCM
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ROIC
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DCP
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Charter Oak Capital Management's GWRE Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Guidewire Software (GWRE) in Q3 2022, closing a stake of 550 shares — an estimated $39K sold.

Charter Oak Capital Management first reported a position in GWRE in Q4 2020 and held it in 7 quarters. The position peaked at $84K in Q4 2020. 372 funds tracked by Wall St. Rank hold GWRE as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Guidewire Software position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 550 Guidewire Software shares in Q3 2022, an estimated $39K.
  • Charter Oak Capital Management first reported a position in Guidewire Software in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Guidewire Software position peaked at $84K in Q4 2020.
  • 372 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.