SSWM
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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 $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return