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Wipfli Financial Advisors’s Guidewire Software GWRE Stock Holding History

Wipfli 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
2022
Q3 		$15K Buy
+238
New +$17.2K ﹤0.01% 1688

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Principal Financial Group
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SGM
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Wipfli Financial Advisors's GWRE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Guidewire Software (GWRE) in Q3 2022: 238 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1688 among its holdings.

373 funds tracked by Wall St. Rank hold GWRE as of Q3 2022.

  • Wipfli Financial Advisors held 238 shares of Guidewire Software worth $15K as of Q3 2022.
  • Guidewire Software was a new Wipfli Financial Advisors position in Q3 2022.
  • Guidewire Software made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1688 holding.
  • 373 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.