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Cherry Tree Wealth Management’s Guidewire Software GWRE Stock Holding History

Cherry Tree 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
2024
Q1 		– Sell
-40
Closed -$4.36K – 609
2023
Q4 		$4.36K Hold
40
– – ﹤0.01% 441
2023
Q3 		$3.6K Hold
40
– – ﹤0.01% 441
2023
Q2 		$3.04K Buy
+40
New +$3.06K ﹤0.01% 461

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SP
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DCP
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WA
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ROIC
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LP
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BCM
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Cherry Tree Wealth Management's GWRE Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Guidewire Software (GWRE) in Q1 2024, closing a stake of 40 shares — an estimated $4.36K sold.

Cherry Tree Wealth Management first reported a position in GWRE in Q2 2023 and held it in 3 quarters. The position peaked at $4.36K in Q4 2023. 405 funds tracked by Wall St. Rank hold GWRE as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Guidewire Software position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 40 Guidewire Software shares in Q1 2024, an estimated $4.36K.
  • Cherry Tree Wealth Management first reported a position in Guidewire Software in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Guidewire Software position peaked at $4.36K in Q4 2023.
  • 405 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.