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Edmonds Duncan Registered Investment Advisors’s Guidewire Software GWRE Stock Holding History

Edmonds Duncan Registered Investment 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
Q3 		– Sell
-2,649
Closed -$365K – 120
2024
Q2 		$365K Hold
2,649
– – 0.09% 87
2024
Q1 		$309K Buy
+2,649
New +$303K 0.08% 106

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Edmonds Duncan Registered Investment Advisors's GWRE Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors sold out of Guidewire Software (GWRE) in Q3 2024, closing a stake of 2,649 shares — an estimated $365K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in GWRE in Q1 2024 and held it in 2 quarters. The position peaked at $365K in Q2 2024. 500 funds tracked by Wall St. Rank hold GWRE as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Guidewire Software position as of Q3 2024 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 2,649 Guidewire Software shares in Q3 2024, an estimated $365K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Guidewire Software in Q1 2024 and held it in 2 quarters.
  • Edmonds Duncan Registered Investment Advisors's Guidewire Software position peaked at $365K in Q2 2024.
  • 500 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.