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CFM Wealth Partners’s Guidewire Software GWRE Stock Holding History

CFM Wealth 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
2020
Q3 		– Sell
-1,176
Closed -$130K – 276
2020
Q2 		$130K Sell
1,176
-72
-6% -$6.92K 0.05% 177
2020
Q1 		$99K Hold
1,248
– – 0.05% 196
2019
Q4 		$142K Buy
+1,248
New +$140K 0.05% 173

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CFM Wealth Partners's GWRE Position: Q3 2020 in Review

CFM Wealth Partners sold out of Guidewire Software (GWRE) in Q3 2020, closing a stake of 1,176 shares — an estimated $130K sold.

CFM Wealth Partners first reported a position in GWRE in Q4 2019 and held it in 3 quarters. The position peaked at $142K in Q4 2019. 378 funds tracked by Wall St. Rank hold GWRE as of Q3 2020.

  • CFM Wealth Partners reported no remaining Guidewire Software position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,176 Guidewire Software shares in Q3 2020, an estimated $130K.
  • CFM Wealth Partners first reported a position in Guidewire Software in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Guidewire Software position peaked at $142K in Q4 2019.
  • 378 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.