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Financial Gravity Asset Management’s Guidewire Software GWRE Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-4
Closed -$433 – 1865
2024
Q1 		$433 Buy
+4
New +$457 ﹤0.01% 1401
2023
Q3 		– Sell
-76
Closed -$783 – 1464
2023
Q2 		$783 Sell
76
-6
-7% -$459 ﹤0.01% 873
2023
Q1 		$1 Buy
+82
New +$5.96K ﹤0.01% 1050

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

Financial Gravity Asset Management's GWRE Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Guidewire Software (GWRE) in Q2 2024, closing a stake of 4 shares — an estimated $433 sold.

Financial Gravity Asset Management first reported a position in GWRE in Q1 2023 and held it in 3 quarters. The position peaked at $783 in Q2 2023. 454 funds tracked by Wall St. Rank hold GWRE as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Guidewire Software position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 4 Guidewire Software shares in Q2 2024, an estimated $433.
  • Financial Gravity Asset Management first reported a position in Guidewire Software in Q1 2023 and held it in 3 quarters.
  • Financial Gravity Asset Management's Guidewire Software position peaked at $783 in Q2 2023.
  • 454 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.