SWM
GWRE icon

Salvus Wealth Management’s Guidewire Software GWRE Stock Holding History

Salvus Wealth Management’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
-1,792
Closed -$203K – 100
2021
Q4 		$203K Sell
1,792
-125
-7% -$14.8K 0.15% 97
2021
Q3 		$228K Hold
1,917
– – 0.19% 90
2021
Q2 		$216K Buy
+1,917
New +$199K 0.18% 92
2021
Q1 		– Sell
-1,570
Closed -$206K – 85
2020
Q4 		$206K Buy
+1,570
New +$179K 0.22% 80

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
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

Salvus Wealth Management's GWRE Position: Q1 2022 in Review

Salvus Wealth Management sold out of Guidewire Software (GWRE) in Q1 2022, closing a stake of 1,792 shares — an estimated $203K sold.

Salvus Wealth Management first reported a position in GWRE in Q4 2020 and held it in 4 quarters. The position peaked at $228K in Q3 2021. 383 funds tracked by Wall St. Rank hold GWRE as of Q1 2022.

  • Salvus Wealth Management reported no remaining Guidewire Software position as of Q1 2022 after selling out during the quarter.
  • Salvus Wealth Management sold 1,792 Guidewire Software shares in Q1 2022, an estimated $203K.
  • Salvus Wealth Management first reported a position in Guidewire Software in Q4 2020 and held it in 4 quarters.
  • Salvus Wealth Management's Guidewire Software position peaked at $228K in Q3 2021.
  • 383 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2022.

Based on Salvus Wealth Management's 13F filing for Q1 2022, filed 11 Apr 2022.