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Salem Investment Counselors’s Guidewire Software GWRE Stock Holding History

Salem Investment Counselors’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
-45
Closed -$6.21K – 1207
2024
Q2 		$6.21K Buy
+45
New +$5.41K ﹤0.01% 893
2023
Q1 		– Sell
-75
Closed -$4.69K – 1137
2022
Q4 		$4.69K Hold
75
– – ﹤0.01% 883
2022
Q3 		$5K Hold
75
– – ﹤0.01% 857
2022
Q2 		$5K Sell
75
-110
-59% -$9K ﹤0.01% 883
2022
Q1 		$18K Hold
185
– – ﹤0.01% 662
2021
Q4 		$21K Hold
185
– – ﹤0.01% 699
2021
Q3 		$22K Buy
185
+110
+147% +$12.7K ﹤0.01% 626
2021
Q2 		$8K Hold
75
– – ﹤0.01% 746
2021
Q1 		$8K Hold
75
– – ﹤0.01% 710
2020
Q4 		$10K Buy
+75
New +$8.56K ﹤0.01% 652

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 $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
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

Salem Investment Counselors's GWRE Position: Q3 2024 in Review

Salem Investment Counselors sold out of Guidewire Software (GWRE) in Q3 2024, closing a stake of 45 shares — an estimated $6.21K sold.

Salem Investment Counselors first reported a position in GWRE in Q4 2020 and held it in 10 quarters. The position peaked at $22K in Q3 2021. 500 funds tracked by Wall St. Rank hold GWRE as of Q3 2024.

  • Salem Investment Counselors reported no remaining Guidewire Software position as of Q3 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 45 Guidewire Software shares in Q3 2024, an estimated $6.21K.
  • Salem Investment Counselors first reported a position in Guidewire Software in Q4 2020 and held it in 10 quarters.
  • Salem Investment Counselors's Guidewire Software position peaked at $22K in Q3 2021.
  • 500 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2024.

Based on Salem Investment Counselors's 13F filing for Q3 2024, filed 15 Oct 2024.