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Simplicity Wealth’s Guidewire Software GWRE Stock Holding History

Simplicity Wealth’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
-2,659
Closed -$367K – 779
2024
Q2 		$367K Buy
2,659
+173
+7% +$20.8K 0.01% 878
2024
Q1 		$290K Buy
+2,486
New +$284K 0.01% 928

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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

Simplicity Wealth's GWRE Position: Q3 2024 in Review

Simplicity Wealth sold out of Guidewire Software (GWRE) in Q3 2024, closing a stake of 2,659 shares — an estimated $367K sold.

Simplicity Wealth first reported a position in GWRE in Q1 2024 and held it in 2 quarters. The position peaked at $367K in Q2 2024. 500 funds tracked by Wall St. Rank hold GWRE as of Q3 2024.

  • Simplicity Wealth reported no remaining Guidewire Software position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 2,659 Guidewire Software shares in Q3 2024, an estimated $367K.
  • Simplicity Wealth first reported a position in Guidewire Software in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Guidewire Software position peaked at $367K in Q2 2024.
  • 500 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.