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FDx Advisors’s Guidewire Software GWRE Stock Holding History

FDx 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
Q2 		– Sell
-4,975
Closed -$581K – 265
2024
Q1 		$581K Sell
4,975
-18
-0.4% -$2.06K 0.09% 189
2023
Q4 		$544K Sell
4,993
-877
-15% -$83.7K 0.04% 371
2023
Q3 		$528K Sell
5,870
-446
-7% -$37.2K 0.04% 333
2023
Q2 		$481K Buy
+6,316
New +$483K 0.03% 462
2022
Q4 		– Sell
-3,384
Closed -$208K – 759
2022
Q3 		$208K Sell
3,384
-4,934
-59% -$357K 0.01% 680
2022
Q2 		$590K Sell
8,318
-749
-8% -$61.3K 0.02% 425
2022
Q1 		$858K Sell
9,067
-554
-6% -$53K 0.03% 356
2021
Q4 		$1.09M Sell
9,621
-1,289
-12% -$153K 0.03% 344
2021
Q3 		$1.3M Buy
10,910
+478
+5% +$55.2K 0.04% 290
2021
Q2 		$1.18M Buy
10,432
+1,677
+19% +$174K 0.04% 298
2021
Q1 		$890K Buy
8,755
+1,073
+14% +$125K 0.03% 319
2020
Q4 		$989K Buy
7,682
+3,566
+87% +$407K 0.04% 274
2020
Q3 		$429K Buy
+4,116
New +$462K 0.02% 412
2019
Q3 		– Sell
-6,829
Closed -$692K – 696
2019
Q2 		$692K Buy
6,829
+1,001
+17% +$102K 0.03% 412
2019
Q1 		$566K Buy
+5,828
New +$521K 0.02% 442

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 $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FDx Advisors's GWRE Position: Q2 2024 in Review

FDx Advisors sold out of Guidewire Software (GWRE) in Q2 2024, closing a stake of 4,975 shares — an estimated $581K sold.

FDx Advisors first reported a position in GWRE in Q1 2019 and held it in 15 quarters. The position peaked at $1.3M in Q3 2021. 454 funds tracked by Wall St. Rank hold GWRE as of Q2 2024.

  • FDx Advisors reported no remaining Guidewire Software position as of Q2 2024 after selling out during the quarter.
  • FDx Advisors sold 4,975 Guidewire Software shares in Q2 2024, an estimated $581K.
  • FDx Advisors first reported a position in Guidewire Software in Q1 2019 and held it in 15 quarters.
  • FDx Advisors's Guidewire Software position peaked at $1.3M in Q3 2021.
  • 454 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2024.

Based on FDx Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.