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Milestone Wealth’s Guidewire Software GWRE Stock Holding History

Milestone Wealth’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
Q3 		$92K Hold
1,500
– – 0.1% 75
2022
Q2 		$106K Hold
1,500
– – 0.11% 78
2022
Q1 		$170K Hold
1,500
– – 0.14% 63
2021
Q4 		$170K Buy
+1,500
New +$178K 0.14% 63

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 $66.6B AUM 7.35% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SGM
Skye Global Management West Palm Beach, Florida $5.14B AUM 6.88% 1-Year Est. Return
Wellington Management Group
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

Milestone Wealth's GWRE Position: Q3 2022 in Review

Milestone Wealth held its Guidewire Software (GWRE) position steady in Q3 2022 at 1,500 shares worth $92K. The position accounts for 0.1% of the portfolio, ranked #75.

Milestone Wealth first reported a position in GWRE in Q4 2021 and has held it in 4 quarters since. The position peaked at $170K in Q1 2022. 372 funds tracked by Wall St. Rank hold GWRE as of Q3 2022.

  • Milestone Wealth held 1,500 shares of Guidewire Software worth $92K as of Q3 2022.
  • Milestone Wealth left its Guidewire Software share count unchanged in Q3 2022.
  • Guidewire Software made up 0.1% of Milestone Wealth's portfolio in Q3 2022, its #75 holding.
  • Milestone Wealth first reported a position in Guidewire Software in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Guidewire Software position peaked at $170K in Q1 2022.
  • 372 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.