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Valeo Financial Advisors’s Guidewire Software GWRE Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-52
Closed -$5K – 1050
2021
Q1 		$5K Hold
52
– – ﹤0.01% 1557
2020
Q4 		$7K Buy
+52
New +$5.93K ﹤0.01% 1284
2020
Q3 		– Sell
-152
Closed -$17K – 1807
2020
Q2 		$17K Buy
152
+43
+39% +$4.13K ﹤0.01% 1111
2020
Q1 		$9K Sell
109
-8
-7% -$836 ﹤0.01% 1126
2019
Q4 		$13K Buy
117
+15
+15% +$1.68K ﹤0.01% 1028
2019
Q3 		$11K Hold
102
– – ﹤0.01% 1003
2019
Q2 		$10K Hold
102
– – ﹤0.01% 1021
2019
Q1 		$10K Buy
102
+15
+17% +$1.34K ﹤0.01% 962
2018
Q4 		$7K Sell
87
-13
-13% -$1.13K ﹤0.01% 971
2018
Q3 		$9K Buy
100
+47
+89% +$4.52K ﹤0.01% 997
2018
Q2 		$5K Sell
53
-158
-75% -$14K ﹤0.01% 1132
2018
Q1 		$17K Buy
211
+94
+80% +$7.56K ﹤0.01% 757
2017
Q4 		$9K Buy
117
+27
+30% +$2.08K ﹤0.01% 857
2017
Q3 		$7K Buy
+90
New +$6.59K ﹤0.01% 788

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Valeo Financial Advisors's GWRE Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Guidewire Software (GWRE) in Q2 2021, closing a stake of 52 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in GWRE in Q3 2017 and held it in 14 quarters. The position peaked at $17K in Q2 2020. 372 funds tracked by Wall St. Rank hold GWRE as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Guidewire Software position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 52 Guidewire Software shares in Q2 2021, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Guidewire Software in Q3 2017 and held it in 14 quarters.
  • Valeo Financial Advisors's Guidewire Software position peaked at $17K in Q2 2020.
  • 372 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.