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CM Wealth Advisors’s Guidewire Software GWRE Stock Holding History

CM Wealth Advisors’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
Q2 		– Sell
-2,150
Closed -$251K – 113
2024
Q1 		$251K Buy
+2,150
New +$246K 0.07% 152
2023
Q2 		– Sell
-28,420
Closed -$2.13M – 273
2023
Q1 		$2.13M Buy
+28,420
New +$2.07M 0.41% 47

Other funds holding GWRE

Vanguard Group
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CM Wealth Advisors's GWRE Position: Q2 2024 in Review

CM Wealth Advisors sold out of Guidewire Software (GWRE) in Q2 2024, closing a stake of 2,150 shares — an estimated $251K sold.

CM Wealth Advisors first reported a position in GWRE in Q1 2023 and held it in 2 quarters. The position peaked at $2.13M in Q1 2023. 454 funds tracked by Wall St. Rank hold GWRE as of Q2 2024.

  • CM Wealth Advisors reported no remaining Guidewire Software position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 2,150 Guidewire Software shares in Q2 2024, an estimated $251K.
  • CM Wealth Advisors first reported a position in Guidewire Software in Q1 2023 and held it in 2 quarters.
  • CM Wealth Advisors's Guidewire Software position peaked at $2.13M in Q1 2023.
  • 454 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.