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EPG Wealth Management’s Guidewire Software GWRE Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-681
Closed -$54K – 391
2020
Q1 		$54K Hold
681
– – 0.04% 267
2019
Q4 		$75K Buy
+681
New +$76.2K 0.05% 179

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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
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

EPG Wealth Management's GWRE Position: Q2 2020 in Review

EPG Wealth Management sold out of Guidewire Software (GWRE) in Q2 2020, closing a stake of 681 shares — an estimated $54K sold.

EPG Wealth Management first reported a position in GWRE in Q4 2019 and held it in 2 quarters. The position peaked at $75K in Q4 2019. 363 funds tracked by Wall St. Rank hold GWRE as of Q2 2020.

  • EPG Wealth Management reported no remaining Guidewire Software position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 681 Guidewire Software shares in Q2 2020, an estimated $54K.
  • EPG Wealth Management first reported a position in Guidewire Software in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Guidewire Software position peaked at $75K in Q4 2019.
  • 363 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.