JWM
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Jackson Wealth Management’s Guidewire Software GWRE Stock Holding History

Jackson 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
Q1 		– Sell
-16,836
Closed -$1.88M – 121
2019
Q4 		$1.88M Sell
16,836
-83
-0.5% -$9.28K 0.31% 83
2019
Q3 		$1.79M Buy
+16,919
New +$1.71M 0.37% 70

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BlackRock
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Artisan Partners
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SP
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
EA
Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Jackson Wealth Management's GWRE Position: Q1 2020 in Review

Jackson Wealth Management sold out of Guidewire Software (GWRE) in Q1 2020, closing a stake of 16,836 shares — an estimated $1.88M sold.

Jackson Wealth Management first reported a position in GWRE in Q3 2019 and held it in 2 quarters. The position peaked at $1.88M in Q4 2019. 365 funds tracked by Wall St. Rank hold GWRE as of Q1 2020.

  • Jackson Wealth Management reported no remaining Guidewire Software position as of Q1 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 16,836 Guidewire Software shares in Q1 2020, an estimated $1.88M.
  • Jackson Wealth Management first reported a position in Guidewire Software in Q3 2019 and held it in 2 quarters.
  • Jackson Wealth Management's Guidewire Software position peaked at $1.88M in Q4 2019.
  • 365 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.