Raymond James Financial Services Advisors’s Guidewire Software GWRE Stock Holding History

Raymond James Financial Services 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	$747K	Buy	4,082 +2,385	+141%	+$362K	﹤0.01%	2360
2024 Q2	$234K	Sell	1,697 -75	-4%	-$9.02K	﹤0.01%	3026
2024 Q1	$207K	Buy	+1,772	New	+$203K	﹤0.01%	3080
2022 Q3	–	Sell	-2,918	Closed	-$207K	–	3334
2022 Q2	$207K	Sell	2,918 -230	-7%	-$18.8K	﹤0.01%	2853
2022 Q1	$298K	Sell	3,148 -2,167	-41%	-$207K	﹤0.01%	2716
2021 Q4	$603K	Sell	5,315 -381	-7%	-$45.2K	﹤0.01%	2269
2021 Q3	$677K	Buy	+5,696	New	+$658K	﹤0.01%	2178

Other funds holding GWRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 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 $2.35B AUM 11.7% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial Services Advisors's GWRE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Guidewire Software (GWRE) stake by 141% in Q3 2024, buying an estimated $362K and bringing the position to 4,082 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

Raymond James Financial Services Advisors first reported a position in GWRE in Q3 2021 and has held it in 7 quarters since. 500 funds tracked by Wall St. Rank hold GWRE as of Q3 2024.

Raymond James Financial Services Advisors held 4,082 shares of Guidewire Software worth $747K as of Q3 2024.
Raymond James Financial Services Advisors bought 2,385 Guidewire Software shares in Q3 2024, an estimated $362K.
Guidewire Software made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2360 holding.
Raymond James Financial Services Advisors first reported a position in Guidewire Software in Q3 2021 and has held it in 7 quarters since.
500 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.