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Concord Wealth Partners’s Guidewire Software GWRE Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-1,092
Closed -$98.3K – 902
2023
Q3 		$98.3K Buy
+1,092
New +$91.2K 0.02% 284
2023
Q1 		– Sell
-100
Closed -$6.26K – 1098
2022
Q4 		$6.26K Buy
+100
New +$5.94K ﹤0.01% 713
2022
Q3 		– Sell
-100
Closed -$7K – 554
2022
Q2 		$7K Buy
100
+65
+186% +$5.32K ﹤0.01% 751
2022
Q1 		$3K Buy
+35
New +$3.35K ﹤0.01% 1014

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DCP
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SP
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ROIC
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WA
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BCM
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Concord Wealth Partners's GWRE Position: Q4 2023 in Review

Concord Wealth Partners sold out of Guidewire Software (GWRE) in Q4 2023, closing a stake of 1,092 shares — an estimated $98.3K sold.

Concord Wealth Partners first reported a position in GWRE in Q1 2022 and held it in 4 quarters. The position peaked at $98.3K in Q3 2023. 385 funds tracked by Wall St. Rank hold GWRE as of Q4 2023.

  • Concord Wealth Partners reported no remaining Guidewire Software position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 1,092 Guidewire Software shares in Q4 2023, an estimated $98.3K.
  • Concord Wealth Partners first reported a position in Guidewire Software in Q1 2022 and held it in 4 quarters.
  • Concord Wealth Partners's Guidewire Software position peaked at $98.3K in Q3 2023.
  • 385 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.