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MBM Wealth Consultants’s Guidewire Software GWRE Stock Holding History

MBM Wealth Consultants’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
2023
Q1 		– Sell
-49
Closed -$3K – 305
2022
Q4 		$3K Buy
+49
New +$2.91K ﹤0.01% 292

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BCM
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ROIC
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WA
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DCP
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MBM Wealth Consultants's GWRE Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Guidewire Software (GWRE) in Q1 2023, closing a stake of 49 shares — an estimated $3K sold.

MBM Wealth Consultants first reported a position in GWRE in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 351 funds tracked by Wall St. Rank hold GWRE as of Q1 2023.

  • MBM Wealth Consultants reported no remaining Guidewire Software position as of Q1 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 49 Guidewire Software shares in Q1 2023, an estimated $3K.
  • MBM Wealth Consultants first reported a position in Guidewire Software in Q4 2022 and held it in 1 quarter.
  • MBM Wealth Consultants's Guidewire Software position peaked at $3K in Q4 2022.
  • 351 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.