VisionPoint Advisory Group’s Guidewire Software GWRE Stock Holding History

VisionPoint Advisory Group’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	-25	Closed	-$3.45K	–	460
2024 Q2	$3.45K	Sell	25 -5	-17%	-$602	﹤0.01%	598
2024 Q1	$3.5K	Buy	30 +2	+7%	+$229	﹤0.01%	600
2023 Q4	$3.05K	Sell	28 -12	-30%	-$1.15K	﹤0.01%	564
2023 Q3	$3.6K	Buy	40 +35	+700%	+$2.92K	﹤0.01%	533
2023 Q2	$380	Buy	+5	New	+$383	﹤0.01%	559

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

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

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VisionPoint Advisory Group's GWRE Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Guidewire Software (GWRE) in Q3 2024, closing a stake of 25 shares — an estimated $3.45K sold.

VisionPoint Advisory Group first reported a position in GWRE in Q2 2023 and held it in 5 quarters. The position peaked at $3.6K in Q3 2023. 500 funds tracked by Wall St. Rank hold GWRE as of Q3 2024.

VisionPoint Advisory Group reported no remaining Guidewire Software position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 25 Guidewire Software shares in Q3 2024, an estimated $3.45K.
VisionPoint Advisory Group first reported a position in Guidewire Software in Q2 2023 and held it in 5 quarters.
VisionPoint Advisory Group's Guidewire Software position peaked at $3.6K in Q3 2023.
500 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.