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My Personal CFO LLC’s Guidewire Software GWRE Stock Holding History

My Personal CFO LLC’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
-24
Closed -$1.5K – 381
2022
Q4 		$1.5K Buy
+24
New +$1.43K ﹤0.01% 565

Other funds holding GWRE

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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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

My Personal CFO LLC's GWRE Position: Q1 2023 in Review

My Personal CFO LLC sold out of Guidewire Software (GWRE) in Q1 2023, closing a stake of 24 shares — an estimated $1.5K sold.

My Personal CFO LLC first reported a position in GWRE in Q4 2022 and held it in 1 quarter. The position peaked at $1.5K in Q4 2022. 351 funds tracked by Wall St. Rank hold GWRE as of Q1 2023.

  • My Personal CFO LLC reported no remaining Guidewire Software position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 24 Guidewire Software shares in Q1 2023, an estimated $1.5K.
  • My Personal CFO LLC first reported a position in Guidewire Software in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Guidewire Software position peaked at $1.5K in Q4 2022.
  • 351 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.