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Western Pacific Wealth Management’s Guidewire Software GWRE Stock Holding History

Western Pacific Wealth Management’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
2023
Q2 		– Sell
-708
Closed -$58.1K – 289
2023
Q1 		$58.1K Buy
708
+111
+19% +$8.07K 0.04% 130
2022
Q4 		$37.3K Buy
597
+176
+42% +$10.4K 0.03% 143
2022
Q3 		$25K Buy
421
+410
+3,727% +$29.6K 0.02% 155
2022
Q2 		$0 Hold
11
– – ﹤0.01% 201
2022
Q1 		$1K Hold
11
– – ﹤0.01% 208
2021
Q4 		$1K Buy
+11
New +$1.3K ﹤0.01% 218

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Western Pacific Wealth Management's GWRE Position: Q2 2023 in Review

Western Pacific Wealth Management sold out of Guidewire Software (GWRE) in Q2 2023, closing a stake of 708 shares — an estimated $58.1K sold.

Western Pacific Wealth Management first reported a position in GWRE in Q4 2021 and held it in 6 quarters. The position peaked at $58.1K in Q1 2023. 355 funds tracked by Wall St. Rank hold GWRE as of Q2 2023.

  • Western Pacific Wealth Management reported no remaining Guidewire Software position as of Q2 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 708 Guidewire Software shares in Q2 2023, an estimated $58.1K.
  • Western Pacific Wealth Management first reported a position in Guidewire Software in Q4 2021 and held it in 6 quarters.
  • Western Pacific Wealth Management's Guidewire Software position peaked at $58.1K in Q1 2023.
  • 355 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2023.

Based on Western Pacific Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.