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Liberty Wealth Management’s Guidewire Software GWRE Stock Holding History

Liberty 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
Q2 		– Sell
-20
Closed -$2K – 1109
2021
Q1 		$2K Hold
20
– – ﹤0.01% 813
2020
Q4 		$2K Hold
20
– – ﹤0.01% 810
2020
Q3 		$2K Buy
+20
New +$2.25K ﹤0.01% 760

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BCM
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DCP
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GIM
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William Blair Investment Management
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Liberty Wealth Management's GWRE Position: Q2 2021 in Review

Liberty Wealth Management sold out of Guidewire Software (GWRE) in Q2 2021, closing a stake of 20 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in GWRE in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 372 funds tracked by Wall St. Rank hold GWRE as of Q2 2021.

  • Liberty Wealth Management reported no remaining Guidewire Software position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 20 Guidewire Software shares in Q2 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Guidewire Software in Q3 2020 and held it in 3 quarters.
  • Liberty Wealth Management's Guidewire Software position peaked at $2K in Q1 2021.
  • 372 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.