HGWM
GWRE icon

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 $580B AUM 38.23% 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
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 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
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harvest Group Wealth Management's GWRE Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Guidewire Software (GWRE) in Q1 2021, closing a stake of 8 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in GWRE in Q1 2019 and held it in 8 quarters. The position peaked at $6K in Q3 2019. 379 funds tracked by Wall St. Rank hold GWRE as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Guidewire Software position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 8 Guidewire Software shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Guidewire Software in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Guidewire Software position peaked at $6K in Q3 2019.
  • 379 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.