HGWM
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Harvest Group Wealth Management’s Guidewire Software GWRE Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-8
Closed -$1K – 302
2020
Q4 		$1K Hold
8
– – ﹤0.01% 471
2020
Q3 		$1K Hold
8
– – ﹤0.01% 455
2020
Q2 		$0 Hold
8
– – ﹤0.01% 620
2020
Q1 		$0 Sell
8
-45
-85% -$4.7K ﹤0.01% 688
2019
Q4 		$5K Sell
53
-3
-5% -$336 ﹤0.01% 370
2019
Q3 		$6K Hold
56
– – 0.01% 355
2019
Q2 		$5K Hold
56
– – 0.01% 347
2019
Q1 		$5K Buy
+56
New +$5.01K ﹤0.01% 381

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 $5.72T AUM 30.48% 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 $187B AUM 18.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return