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First Personal Financial Services’s Guidewire Software GWRE Stock Holding History

First Personal Financial Services’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 		$183 Buy
+1
New +$152 ﹤0.01% 476
2019
Q3 		– Sell
-191
Closed -$19K – 625
2019
Q2 		$19K Hold
191
– – 0.01% 411
2019
Q1 		$19K Buy
191
+13
+7% +$1.16K 0.01% 407
2018
Q4 		$14K Buy
178
+84
+89% +$7.32K ﹤0.01% 423
2018
Q3 		$9K Buy
94
+41
+77% +$3.94K ﹤0.01% 507
2018
Q2 		$5K Sell
53
-817
-94% -$72.3K ﹤0.01% 577
2018
Q1 		$70K Buy
870
+187
+27% +$15K 0.02% 367
2017
Q4 		$51K Buy
683
+54
+9% +$4.17K 0.01% 469
2017
Q3 		$49K Hold
629
– – 0.01% 428
2017
Q2 		$43K Buy
629
+310
+97% +$19.7K 0.01% 452
2017
Q1 		$18K Buy
+319
New +$17.4K ﹤0.01% 580
2015
Q4 		– Sell
-17
Closed -$1K – 437
2015
Q3 		$1K Hold
17
– – ﹤0.01% 435
2015
Q2 		$1K Hold
17
– – ﹤0.01% 438
2015
Q1 		$1K Hold
17
– – ﹤0.01% 517
2014
Q4 		$0 Buy
+17
New +$837 ﹤0.01% 494

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Personal Financial Services's GWRE Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Guidewire Software (GWRE) in Q3 2024: 1 share worth $183. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in GWRE as recently as Q2 2019.

First Personal Financial Services first reported a position in GWRE in Q4 2014 and has held it in 15 quarters since. The position peaked at $70K in Q1 2018. 500 funds tracked by Wall St. Rank hold GWRE as of Q3 2024.

  • First Personal Financial Services held 1 share of Guidewire Software worth $183 as of Q3 2024.
  • Guidewire Software was a new First Personal Financial Services position in Q3 2024.
  • Guidewire Software made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #476 holding.
  • First Personal Financial Services first reported a position in Guidewire Software in Q4 2014 and has held it in 15 quarters since.
  • First Personal Financial Services's Guidewire Software position peaked at $70K in Q1 2018.
  • 500 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.