GI
GWRE icon

Gradient Investments’s Guidewire Software GWRE Stock Holding History

Gradient Investments’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
2022
Q4 		– Sell
-16
Closed -$1K – 1558
2022
Q3 		$1K Buy
+16
New +$1.16K ﹤0.01% 1236

Other funds holding GWRE

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 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

Gradient Investments's GWRE Position: Q4 2022 in Review

Gradient Investments sold out of Guidewire Software (GWRE) in Q4 2022, closing a stake of 16 shares — an estimated $1K sold.

Gradient Investments first reported a position in GWRE in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 347 funds tracked by Wall St. Rank hold GWRE as of Q4 2022.

  • Gradient Investments reported no remaining Guidewire Software position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 16 Guidewire Software shares in Q4 2022, an estimated $1K.
  • Gradient Investments first reported a position in Guidewire Software in Q3 2022 and held it in 1 quarter.
  • Gradient Investments's Guidewire Software position peaked at $1K in Q3 2022.
  • 347 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.