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Personal Capital Advisors’s Guidewire Software GWRE Stock Holding History

Personal Capital 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
2022
Q1 		– Sell
-1,866
Closed -$212K – 513
2021
Q4 		$212K Buy
+1,866
New +$221K ﹤0.01% 519
2021
Q1 		– Sell
-1,583
Closed -$204K – 482
2020
Q4 		$204K Sell
1,583
-1,070
-40% -$122K ﹤0.01% 440
2020
Q3 		$277K Buy
+2,653
New +$298K ﹤0.01% 344
2018
Q1 		– Sell
-3,166
Closed -$235K – 267
2017
Q4 		$235K Hold
3,166
– – ﹤0.01% 227
2017
Q3 		$247K Buy
+3,166
New +$232K ﹤0.01% 205

Other funds holding GWRE

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
SGM
Skye Global Management West Palm Beach, Florida $5B AUM 11.9% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Personal Capital Advisors's GWRE Position: Q1 2022 in Review

Personal Capital Advisors sold out of Guidewire Software (GWRE) in Q1 2022, closing a stake of 1,866 shares — an estimated $212K sold.

Personal Capital Advisors first reported a position in GWRE in Q3 2017 and held it in 5 quarters. The position peaked at $277K in Q3 2020. 383 funds tracked by Wall St. Rank hold GWRE as of Q1 2022.

  • Personal Capital Advisors reported no remaining Guidewire Software position as of Q1 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 1,866 Guidewire Software shares in Q1 2022, an estimated $212K.
  • Personal Capital Advisors first reported a position in Guidewire Software in Q3 2017 and held it in 5 quarters.
  • Personal Capital Advisors's Guidewire Software position peaked at $277K in Q3 2020.
  • 383 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.