Opal Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Opal Wealth Advisors’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
2024 Q3	–	Sell	-120	Closed	-$16.5K	–	602
2024 Q2	$16.5K	Buy	+120	New	+$14.4K	0.01%	557

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ROIC

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

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

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

DCP

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Opal Wealth Advisors's GWRE Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Guidewire Software (GWRE) in Q3 2024, closing a stake of 120 shares — an estimated $16.5K sold.

Opal Wealth Advisors first reported a position in GWRE in Q2 2024 and held it in 1 quarter. The position peaked at $16.5K in Q2 2024. 500 funds tracked by Wall St. Rank hold GWRE as of Q3 2024.

Opal Wealth Advisors reported no remaining Guidewire Software position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 120 Guidewire Software shares in Q3 2024, an estimated $16.5K.
Opal Wealth Advisors first reported a position in Guidewire Software in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Guidewire Software position peaked at $16.5K in Q2 2024.
500 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.