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Sonora Investment Management’s Guidewire Software GWRE Stock Holding History

Sonora Investment 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
Q2 		– Sell
-25
Closed -$2K – 1815
2020
Q1 		$2K Buy
+25
New +$2.61K ﹤0.01% 1480
2018
Q4 		– Sell
-50
Closed -$5K – 1267
2018
Q3 		$5K Hold
50
– – ﹤0.01% 1018
2018
Q2 		$4K Buy
+50
New +$4.43K ﹤0.01% 986

Other funds holding GWRE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Stockbridge Partners
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Sonora Investment Management's GWRE Position: Q2 2020 in Review

Sonora Investment Management sold out of Guidewire Software (GWRE) in Q2 2020, closing a stake of 25 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in GWRE in Q2 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 363 funds tracked by Wall St. Rank hold GWRE as of Q2 2020.

  • Sonora Investment Management reported no remaining Guidewire Software position as of Q2 2020 after selling out during the quarter.
  • Sonora Investment Management sold 25 Guidewire Software shares in Q2 2020, an estimated $2K.
  • Sonora Investment Management first reported a position in Guidewire Software in Q2 2018 and held it in 3 quarters.
  • Sonora Investment Management's Guidewire Software position peaked at $5K in Q3 2018.
  • 363 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.