Marks Group Wealth Management’s Guidewire Software GWRE Stock Holding History

Marks Group Wealth Management’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 Q2	–	Sell	-2,143	Closed	-$203K	–	300
2022 Q1	$203K	Sell	2,143 -79	-4%	-$7.55K	0.03%	297
2021 Q4	$252K	Buy	2,222 +54	+2%	+$6.41K	0.03%	284
2021 Q3	$258K	Sell	2,168 -28	-1%	-$3.23K	0.03%	254
2021 Q2	$248K	Buy	2,196 +166	+8%	+$17.3K	0.03%	233
2021 Q1	$206K	Buy	+2,030	New	+$236K	0.03%	238
2020 Q2	–	Sell	-26,109	Closed	-$2.08M	–	248
2020 Q1	$2.08M	Buy	26,109 +7,206	+38%	+$753K	0.54%	84
2019 Q4	$2.08M	Buy	+18,903	New	+$2.11M	0.41%	101

Other funds holding GWRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SGM

Skye Global Management West Palm Beach, Florida $5.14B AUM 6.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

Marks Group Wealth Management's GWRE Position: Q2 2022 in Review

Marks Group Wealth Management sold out of Guidewire Software (GWRE) in Q2 2022, closing a stake of 2,143 shares — an estimated $203K sold.

Marks Group Wealth Management first reported a position in GWRE in Q4 2019 and held it in 7 quarters. The position peaked at $2.08M in Q1 2020. 367 funds tracked by Wall St. Rank hold GWRE as of Q2 2022.

Marks Group Wealth Management reported no remaining Guidewire Software position as of Q2 2022 after selling out during the quarter.
Marks Group Wealth Management sold 2,143 Guidewire Software shares in Q2 2022, an estimated $203K.
Marks Group Wealth Management first reported a position in Guidewire Software in Q4 2019 and held it in 7 quarters.
Marks Group Wealth Management's Guidewire Software position peaked at $2.08M in Q1 2020.
367 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2022.

Based on Marks Group Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.