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Regal Investment Advisors’s Guidewire Software GWRE Stock Holding History

Regal Investment 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
Q2 		– Sell
-11,432
Closed -$1.08M – 519
2022
Q1 		$1.08M Buy
11,432
+225
+2% +$21.5K 0.1% 207
2021
Q4 		$1.27M Buy
11,207
+634
+6% +$75.2K 0.11% 195
2021
Q3 		$1.26M Buy
10,573
+3,795
+56% +$438K 0.12% 176
2021
Q2 		$764K Buy
+6,778
New +$705K 0.08% 263
2021
Q1 		– Sell
-11,425
Closed -$1.47M – 199
2020
Q4 		$1.47M Buy
+11,425
New +$1.3M 0.17% 142
2020
Q3 		– Sell
-14,065
Closed -$1.56M – 104
2020
Q2 		$1.56M Buy
+14,065
New +$1.35M 0.29% 89
2020
Q1 		– Sell
-19,254
Closed -$2.11M – 144
2019
Q4 		$2.11M Sell
19,254
-604
-3% -$67.6K 0.38% 83
2019
Q3 		$2.09M Sell
19,858
-700
-3% -$70.6K 0.41% 82
2019
Q2 		$2.08M Sell
20,558
-420
-2% -$42.8K 0.41% 79
2019
Q1 		$2.04M Buy
20,978
+717
+4% +$64.1K 0.41% 79
2018
Q4 		$1.63M Buy
+20,261
New +$1.77M 0.36% 92

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 $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Stockbridge Partners
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Skye Global Management
Skye Global Management West Palm Beach, Florida $5.14B AUM 6.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

Regal Investment Advisors's GWRE Position: Q2 2022 in Review

Regal Investment Advisors sold out of Guidewire Software (GWRE) in Q2 2022, closing a stake of 11,432 shares — an estimated $1.08M sold.

Regal Investment Advisors first reported a position in GWRE in Q4 2018 and held it in 11 quarters. The position peaked at $2.11M in Q4 2019. 367 funds tracked by Wall St. Rank hold GWRE as of Q2 2022.

  • Regal Investment Advisors reported no remaining Guidewire Software position as of Q2 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 11,432 Guidewire Software shares in Q2 2022, an estimated $1.08M.
  • Regal Investment Advisors first reported a position in Guidewire Software in Q4 2018 and held it in 11 quarters.
  • Regal Investment Advisors's Guidewire Software position peaked at $2.11M in Q4 2019.
  • 367 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2022.

Based on Regal Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.