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Smith Salley Wealth Management’s Guidewire Software GWRE Stock Holding History

Smith Salley 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
Q4 		– Sell
-3,880
Closed -$405K – 216
2020
Q3 		$405K Buy
3,880
+146
+4% +$16.4K 0.05% 141
2020
Q2 		$414K Buy
3,734
+596
+19% +$57.3K 0.06% 136
2020
Q1 		$249K Buy
3,138
+469
+18% +$49K 0.04% 160
2019
Q4 		$293K Buy
2,669
+140
+6% +$15.7K 0.04% 168
2019
Q3 		$267K Buy
+2,529
New +$255K 0.04% 168

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

Smith Salley Wealth Management's GWRE Position: Q4 2020 in Review

Smith Salley Wealth Management sold out of Guidewire Software (GWRE) in Q4 2020, closing a stake of 3,880 shares — an estimated $405K sold.

Smith Salley Wealth Management first reported a position in GWRE in Q3 2019 and held it in 5 quarters. The position peaked at $414K in Q2 2020. 409 funds tracked by Wall St. Rank hold GWRE as of Q4 2020.

  • Smith Salley Wealth Management reported no remaining Guidewire Software position as of Q4 2020 after selling out during the quarter.
  • Smith Salley Wealth Management sold 3,880 Guidewire Software shares in Q4 2020, an estimated $405K.
  • Smith Salley Wealth Management first reported a position in Guidewire Software in Q3 2019 and held it in 5 quarters.
  • Smith Salley Wealth Management's Guidewire Software position peaked at $414K in Q2 2020.
  • 409 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2020.

Based on Smith Salley Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.