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Regent Peak Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Regent Peak Wealth Advisors’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
-6
Closed -$1K – 493
2020
Q4 		$1K Buy
+6
New +$685 ﹤0.01% 931

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Regent Peak Wealth Advisors's GWRE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Guidewire Software (GWRE) in Q1 2021, closing a stake of 6 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in GWRE in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 379 funds tracked by Wall St. Rank hold GWRE as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Guidewire Software position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 6 Guidewire Software shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Guidewire Software in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Guidewire Software position peaked at $1K in Q4 2020.
  • 379 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.