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Confluence Wealth Services’s Guidewire Software GWRE Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-332
Closed -$37K – 611
2021
Q4 		$37K Buy
+332
New +$39.4K 0.01% 548

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Confluence Wealth Services's GWRE Position: Q1 2022 in Review

Confluence Wealth Services sold out of Guidewire Software (GWRE) in Q1 2022, closing a stake of 332 shares — an estimated $37K sold.

Confluence Wealth Services first reported a position in GWRE in Q4 2021 and held it in 1 quarter. The position peaked at $37K in Q4 2021. 383 funds tracked by Wall St. Rank hold GWRE as of Q1 2022.

  • Confluence Wealth Services reported no remaining Guidewire Software position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 332 Guidewire Software shares in Q1 2022, an estimated $37K.
  • Confluence Wealth Services first reported a position in Guidewire Software in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Guidewire Software position peaked at $37K in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.