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Ellevest Inc’s Guidewire Software GWRE Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-16
Closed -$1.31K – 878
2023
Q1 		$1.31K Buy
+16
New +$1.16K ﹤0.01% 1533
2022
Q4 		– Sell
-463
Closed -$29K – 1896
2022
Q3 		$29K Buy
+463
New +$33.5K ﹤0.01% 721
2022
Q2 		– Sell
-13
Closed -$1K – 1505
2022
Q1 		$1K Sell
13
-266
-95% -$25.4K ﹤0.01% 1297
2021
Q4 		$32K Buy
+279
New +$33.1K ﹤0.01% 614
2020
Q4 		– Sell
-74
Closed -$8K – 1254
2020
Q3 		$8K Hold
74
– – ﹤0.01% 690
2020
Q2 		$8K Hold
74
– – ﹤0.01% 656
2020
Q1 		$6K Buy
74
+23
+45% +$2.4K ﹤0.01% 623
2019
Q4 		$6K Buy
+51
New +$5.71K ﹤0.01% 578

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SP
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BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ellevest Inc's GWRE Position: Q2 2023 in Review

Ellevest Inc sold out of Guidewire Software (GWRE) in Q2 2023, closing a stake of 16 shares — an estimated $1.31K sold.

Ellevest Inc first reported a position in GWRE in Q4 2019 and held it in 8 quarters. The position peaked at $32K in Q4 2021. 353 funds tracked by Wall St. Rank hold GWRE as of Q2 2023.

  • Ellevest Inc reported no remaining Guidewire Software position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 16 Guidewire Software shares in Q2 2023, an estimated $1.31K.
  • Ellevest Inc first reported a position in Guidewire Software in Q4 2019 and held it in 8 quarters.
  • Ellevest Inc's Guidewire Software position peaked at $32K in Q4 2021.
  • 353 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.