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Engrave Wealth Partners’s Guidewire Software GWRE Stock Holding History

Engrave 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
-44
Closed -$4K – 214
2020
Q2 		$4K Buy
44
+18
+69% +$1.73K ﹤0.01% 334
2020
Q1 		$2K Sell
26
-53
-67% -$5.54K ﹤0.01% 352
2019
Q4 		$8K Buy
+79
New +$8.84K 0.01% 319

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BlackRock
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Capital World Investors
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BCM
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JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Engrave Wealth Partners sold out of Guidewire Software (GWRE) in Q3 2020, closing a stake of 44 shares — an estimated $4K sold.

Engrave Wealth Partners first reported a position in GWRE in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 378 funds tracked by Wall St. Rank hold GWRE as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Guidewire Software position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 44 Guidewire Software shares in Q3 2020, an estimated $4K.
  • Engrave Wealth Partners first reported a position in Guidewire Software in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Guidewire Software position peaked at $8K in Q4 2019.
  • 378 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.