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FinTrust Capital Advisors’s Guidewire Software GWRE Stock Holding History

FinTrust Capital 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
2023
Q3 		– Sell
-60
Closed -$3.75K – 1272
2023
Q2 		$3.75K Hold
60
– – ﹤0.01% 918
2023
Q1 		$3.75K Hold
60
– – ﹤0.01% 912
2022
Q4 		$3.75K Sell
60
-88
-59% -$5.22K ﹤0.01% 909
2022
Q3 		$8K Sell
148
-276
-65% -$19.9K ﹤0.01% 925
2022
Q2 		$32K Buy
424
+82
+24% +$6.71K 0.01% 608
2022
Q1 		$32K Sell
342
-359
-51% -$34.3K 0.01% 642
2021
Q4 		$80K Buy
701
+8
+1% +$949 0.02% 469
2021
Q3 		$82K Hold
693
– – 0.02% 461
2021
Q2 		$78K Buy
693
+160
+30% +$16.6K 0.02% 478
2021
Q1 		$54K Hold
533
– – 0.02% 529
2020
Q4 		$69K Sell
533
-39
-7% -$4.45K 0.02% 449
2020
Q3 		$60K Buy
572
+138
+32% +$15.5K 0.01% 450
2020
Q2 		$48K Buy
434
+407
+1,507% +$39.1K 0.02% 498
2020
Q1 		$2K Hold
27
– – ﹤0.01% 999
2019
Q4 		$3K Buy
27
+6
+29% +$671 ﹤0.01% 933
2019
Q3 		$2K Buy
21
+4
+24% +$403 ﹤0.01% 987
2019
Q2 		$2K Sell
17
-24
-59% -$2.45K ﹤0.01% 950
2019
Q1 		$4K Buy
41
+4
+11% +$358 ﹤0.01% 978
2018
Q4 		$3K Buy
+37
New +$3.23K ﹤0.01% 1042

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

FinTrust Capital Advisors's GWRE Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of Guidewire Software (GWRE) in Q3 2023, closing a stake of 60 shares — an estimated $3.75K sold.

FinTrust Capital Advisors first reported a position in GWRE in Q4 2018 and held it in 19 quarters. The position peaked at $82K in Q3 2021. 353 funds tracked by Wall St. Rank hold GWRE as of Q3 2023.

  • FinTrust Capital Advisors reported no remaining Guidewire Software position as of Q3 2023 after selling out during the quarter.
  • FinTrust Capital Advisors sold 60 Guidewire Software shares in Q3 2023, an estimated $3.75K.
  • FinTrust Capital Advisors first reported a position in Guidewire Software in Q4 2018 and held it in 19 quarters.
  • FinTrust Capital Advisors's Guidewire Software position peaked at $82K in Q3 2021.
  • 353 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.