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Heritage Wealth Management (Arizona)’s Guidewire Software GWRE Stock Holding History

Heritage Wealth Management (Arizona)’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 		$140K Buy
2,234
+1,132
+103% +$67.2K 0.02% 373
2022
Q3 		$68K Buy
1,102
+2
+0.2% +$145 0.02% 365
2022
Q2 		$78.1K Sell
1,100
-9
-0.8% -$736 0.03% 363
2022
Q1 		$105K Buy
+1,109
New +$106K 0.03% 365
2021
Q3 		$137K Sell
1,149
-47
-4% -$5.43K 0.05% 280
2021
Q2 		$135K Buy
1,196
+172
+17% +$17.9K 0.05% 285
2021
Q1 		$104K Buy
+1,024
New +$119K 0.06% 244

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

Heritage Wealth Management (Arizona)'s GWRE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Guidewire Software (GWRE) stake by 103% in Q4 2022, buying an estimated $67.2K and bringing the position to 2,234 shares worth $140K. The position accounts for 0.02% of the portfolio, ranked #373.

Heritage Wealth Management (Arizona) first reported a position in GWRE in Q1 2021 and has held it in 7 quarters since. 347 funds tracked by Wall St. Rank hold GWRE as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,234 shares of Guidewire Software worth $140K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,132 Guidewire Software shares in Q4 2022, an estimated $67.2K.
  • Guidewire Software made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #373 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Guidewire Software in Q1 2021 and has held it in 7 quarters since.
  • 347 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.