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	–	1517
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	–	1398
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 $33.1B AUM 11.16% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Skye Global Management West Palm Beach, Florida $4.64B AUM 11.9% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return