APP
GWRE icon

Avantax Planning Partners’s Guidewire Software GWRE Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-52
Closed -$5K – 653
2018
Q3 		$5K Buy
+52
New +$5K ﹤0.01% 1091
2018
Q2 		– Sell
-78
Closed -$6K – 727
2018
Q1 		$6K Buy
+78
New +$6.28K ﹤0.01% 1260

Other funds holding GWRE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Avantax Planning Partners's GWRE Position: Q4 2018 in Review

Avantax Planning Partners sold out of Guidewire Software (GWRE) in Q4 2018, closing a stake of 52 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in GWRE in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 311 funds tracked by Wall St. Rank hold GWRE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Guidewire Software position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 52 Guidewire Software shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Guidewire Software in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Guidewire Software position peaked at $6K in Q1 2018.
  • 311 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.