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Cornerstone Wealth Group’s Guidewire Software GWRE Stock Holding History

Cornerstone Wealth Group’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
2019
Q4 		– Sell
-13,087
Closed -$1.38M – 148
2019
Q3 		$1.38M Buy
13,087
+2,941
+29% +$297K 0.35% 79
2019
Q2 		$1.03M Buy
10,146
+3,672
+57% +$374K 0.28% 95
2019
Q1 		$629K Buy
+6,474
New +$579K 0.16% 108

Other funds holding GWRE

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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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
EA
Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Cornerstone Wealth Group's GWRE Position: Q4 2019 in Review

Cornerstone Wealth Group sold out of Guidewire Software (GWRE) in Q4 2019, closing a stake of 13,087 shares — an estimated $1.38M sold.

Cornerstone Wealth Group first reported a position in GWRE in Q1 2019 and held it in 3 quarters. The position peaked at $1.38M in Q3 2019. 371 funds tracked by Wall St. Rank hold GWRE as of Q4 2019.

  • Cornerstone Wealth Group reported no remaining Guidewire Software position as of Q4 2019 after selling out during the quarter.
  • Cornerstone Wealth Group sold 13,087 Guidewire Software shares in Q4 2019, an estimated $1.38M.
  • Cornerstone Wealth Group first reported a position in Guidewire Software in Q1 2019 and held it in 3 quarters.
  • Cornerstone Wealth Group's Guidewire Software position peaked at $1.38M in Q3 2019.
  • 371 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2019.

Based on Cornerstone Wealth Group's 13F filing for Q4 2019, filed 28 Jan 2020.