PWM
GWRE icon

PRW Wealth Management’s Guidewire Software GWRE Stock Holding History

PRW 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
2019
Q2 		– Sell
-34
Closed -$3K – 316
2019
Q1 		$3K Hold
34
– – ﹤0.01% 459
2018
Q4 		$3K Buy
+34
New +$2.96K ﹤0.01% 456

Other funds holding GWRE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

PRW Wealth Management's GWRE Position: Q2 2019 in Review

PRW Wealth Management sold out of Guidewire Software (GWRE) in Q2 2019, closing a stake of 34 shares — an estimated $3K sold.

PRW Wealth Management first reported a position in GWRE in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 325 funds tracked by Wall St. Rank hold GWRE as of Q2 2019.

  • PRW Wealth Management reported no remaining Guidewire Software position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 34 Guidewire Software shares in Q2 2019, an estimated $3K.
  • PRW Wealth Management first reported a position in Guidewire Software in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Guidewire Software position peaked at $3K in Q1 2019.
  • 325 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.