TCI Wealth Advisors’s Guidewire Software GWRE Stock Holding History

TCI Wealth 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 Q3	–	Sell	-40	Closed	-$3K	–	2384
2022 Q2	$3K	Sell	40 -11	-22%	-$900	﹤0.01%	1806
2022 Q1	$5K	Hold	51	–	–	﹤0.01%	1543
2021 Q4	$6K	Hold	51	–	–	﹤0.01%	1536
2021 Q3	$6K	Hold	51	–	–	﹤0.01%	1462
2021 Q2	$6K	Hold	51	–	–	﹤0.01%	1314
2021 Q1	$5K	Hold	51	–	–	﹤0.01%	1254
2020 Q4	$7K	Sell	51 -3	-6%	-$342	﹤0.01%	745
2020 Q3	$6K	Hold	54	–	–	﹤0.01%	710
2020 Q2	$6K	Buy	54 +14	+35%	+$1.34K	﹤0.01%	686
2020 Q1	$3K	Buy	+40	New	+$4.18K	﹤0.01%	868
2018 Q4	–	Sell	-6	Closed	-$1K	–	1513
2018 Q3	$1K	Sell	6 -13	-68%	-$1.25K	﹤0.01%	1226
2018 Q2	$2K	Buy	+19	New	+$1.68K	﹤0.01%	1083
2016 Q4	–	Sell	-12	Closed	-$1K	–	1397
2016 Q3	$1K	Buy	+12	New	+$739	﹤0.01%	1126

Other funds holding GWRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SGM

Skye Global Management West Palm Beach, Florida $5.14B AUM 6.88% 1-Year Est. Return

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

TCI Wealth Advisors's GWRE Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Guidewire Software (GWRE) in Q3 2022, closing a stake of 40 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in GWRE in Q3 2016 and held it in 13 quarters. The position peaked at $7K in Q4 2020. 372 funds tracked by Wall St. Rank hold GWRE as of Q3 2022.

TCI Wealth Advisors reported no remaining Guidewire Software position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 40 Guidewire Software shares in Q3 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in Guidewire Software in Q3 2016 and held it in 13 quarters.
TCI Wealth Advisors's Guidewire Software position peaked at $7K in Q4 2020.
372 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.