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Plante Moran Financial Advisors’s Guidewire Software GWRE Stock Holding History

Plante Moran Financial 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
-19
Closed -$2.62K – 887
2024
Q2 		$2.62K Sell
19
-10
-34% -$1.2K ﹤0.01% 696
2024
Q1 		$3.38K Sell
29
-4
-12% -$457 ﹤0.01% 721
2023
Q4 		$3.6K Buy
+33
New +$3.15K ﹤0.01% 674
2021
Q4 		– Sell
-36
Closed -$4K – 1042
2021
Q3 		$4K Buy
+36
New +$4.16K ﹤0.01% 807
2020
Q2 		– Sell
-270
Closed -$21K – 786
2020
Q1 		$21K Buy
+270
New +$28.2K 0.01% 378

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 $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Plante Moran Financial Advisors's GWRE Position: Q3 2024 in Review

Plante Moran Financial Advisors sold out of Guidewire Software (GWRE) in Q3 2024, closing a stake of 19 shares — an estimated $2.62K sold.

Plante Moran Financial Advisors first reported a position in GWRE in Q1 2020 and held it in 5 quarters. The position peaked at $21K in Q1 2020. 500 funds tracked by Wall St. Rank hold GWRE as of Q3 2024.

  • Plante Moran Financial Advisors reported no remaining Guidewire Software position as of Q3 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 19 Guidewire Software shares in Q3 2024, an estimated $2.62K.
  • Plante Moran Financial Advisors first reported a position in Guidewire Software in Q1 2020 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Guidewire Software position peaked at $21K in Q1 2020.
  • 500 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.