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Capital Asset Advisory Services’s Guidewire Software GWRE Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-84
Closed -$11K – 1002
2020
Q4 		$11K Buy
+84
New +$9.59K ﹤0.01% 1064

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Capital Asset Advisory Services's GWRE Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Guidewire Software (GWRE) in Q1 2021, closing a stake of 84 shares — an estimated $11K sold.

Capital Asset Advisory Services first reported a position in GWRE in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 379 funds tracked by Wall St. Rank hold GWRE as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Guidewire Software position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 84 Guidewire Software shares in Q1 2021, an estimated $11K.
  • Capital Asset Advisory Services first reported a position in Guidewire Software in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Guidewire Software position peaked at $11K in Q4 2020.
  • 379 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.