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CSat Investment Advisory’s Guidewire Software GWRE Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-703
Closed -$73K – 707
2020
Q3 		$73K Buy
703
+87
+14% +$9.77K 0.01% 585
2020
Q2 		$68K Buy
616
+215
+54% +$20.7K 0.01% 608
2020
Q1 		$32K Buy
401
+64
+19% +$6.68K 0.01% 638
2019
Q4 		$37K Buy
337
+42
+14% +$4.7K 0.01% 658
2019
Q3 		$31K Buy
295
+42
+17% +$4.24K 0.01% 641
2019
Q2 		$26K Buy
+253
New +$25.8K 0.01% 654

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

CSat Investment Advisory's GWRE Position: Q4 2020 in Review

CSat Investment Advisory sold out of Guidewire Software (GWRE) in Q4 2020, closing a stake of 703 shares — an estimated $73K sold.

CSat Investment Advisory first reported a position in GWRE in Q2 2019 and held it in 6 quarters. The position peaked at $73K in Q3 2020. 409 funds tracked by Wall St. Rank hold GWRE as of Q4 2020.

  • CSat Investment Advisory reported no remaining Guidewire Software position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 703 Guidewire Software shares in Q4 2020, an estimated $73K.
  • CSat Investment Advisory first reported a position in Guidewire Software in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Guidewire Software position peaked at $73K in Q3 2020.
  • 409 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.