GWS
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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 $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return