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SYSTM Wealth Solutions’s Guidewire Software GWRE Stock Holding History

SYSTM Wealth Solutions’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
-22,861
Closed -$3.15M – 321
2024
Q2 		$3.15M Buy
22,861
+5,842
+34% +$703K 0.7% 45
2024
Q1 		$1.99M Buy
17,019
+893
+6% +$102K 0.25% 117
2023
Q4 		$1.76M Buy
+16,126
New +$1.54M 0.24% 119

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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

SYSTM Wealth Solutions's GWRE Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Guidewire Software (GWRE) in Q3 2024, closing a stake of 22,861 shares — an estimated $3.15M sold.

SYSTM Wealth Solutions first reported a position in GWRE in Q4 2023 and held it in 3 quarters. The position peaked at $3.15M in Q2 2024. 500 funds tracked by Wall St. Rank hold GWRE as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Guidewire Software position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 22,861 Guidewire Software shares in Q3 2024, an estimated $3.15M.
  • SYSTM Wealth Solutions first reported a position in Guidewire Software in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Guidewire Software position peaked at $3.15M in Q2 2024.
  • 500 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.