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Glassman Wealth Services’s Guidewire Software GWRE Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-63
Closed -$6.87K – 869
2023
Q4 		$6.87K Hold
63
– – ﹤0.01% 982
2023
Q3 		$5.67K Hold
63
– – ﹤0.01% 1024
2023
Q2 		$4.79K Hold
63
– – ﹤0.01% 1008
2023
Q1 		$5.17K Sell
63
-1
-2% -$73 ﹤0.01% 990
2022
Q4 		$4K Buy
+64
New +$3.8K ﹤0.01% 1089
2022
Q3 		– Sell
-3
Closed – – 1790
2022
Q2 		$0 Buy
+3
New +$245 ﹤0.01% 1802
2022
Q1 		– Sell
-11
Closed -$1K – 1756
2021
Q4 		$1K Buy
+11
New +$1.3K ﹤0.01% 1386
2020
Q2 		– Sell
-3
Closed – – 1349
2020
Q1 		$0 Sell
3
-6
-67% -$627 ﹤0.01% 1298
2019
Q4 		$1K Buy
+9
New +$1.01K ﹤0.01% 930

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
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Glassman Wealth Services's GWRE Position: Q1 2024 in Review

Glassman Wealth Services sold out of Guidewire Software (GWRE) in Q1 2024, closing a stake of 63 shares — an estimated $6.87K sold.

Glassman Wealth Services first reported a position in GWRE in Q4 2019 and held it in 9 quarters. The position peaked at $6.87K in Q4 2023. 404 funds tracked by Wall St. Rank hold GWRE as of Q1 2024.

  • Glassman Wealth Services reported no remaining Guidewire Software position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 63 Guidewire Software shares in Q1 2024, an estimated $6.87K.
  • Glassman Wealth Services first reported a position in Guidewire Software in Q4 2019 and held it in 9 quarters.
  • Glassman Wealth Services's Guidewire Software position peaked at $6.87K in Q4 2023.
  • 404 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.