CWM
GWRE icon

Curi Wealth Management’s Guidewire Software GWRE Stock Holding History

Curi 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
2022
Q3 		– Sell
-40
Closed -$3K – 399
2022
Q2 		$3K Hold
40
– – ﹤0.01% 490
2022
Q1 		$3K Hold
40
– – ﹤0.01% 438
2021
Q4 		$4K Buy
+40
New +$4.74K ﹤0.01% 387
2021
Q1 		– Sell
-40
Closed -$5K – 257
2020
Q4 		$5K Buy
+40
New +$4.57K ﹤0.01% 302

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SGM
Skye Global Management West Palm Beach, Florida $5.14B AUM 6.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

Curi Wealth Management's GWRE Position: Q3 2022 in Review

Curi Wealth Management sold out of Guidewire Software (GWRE) in Q3 2022, closing a stake of 40 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in GWRE in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 372 funds tracked by Wall St. Rank hold GWRE as of Q3 2022.

  • Curi Wealth Management reported no remaining Guidewire Software position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 40 Guidewire Software shares in Q3 2022, an estimated $3K.
  • Curi Wealth Management first reported a position in Guidewire Software in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Guidewire Software position peaked at $5K in Q4 2020.
  • 372 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.