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Sowell Financial Services’s Guidewire Software GWRE Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,138
Closed -$112K – 1442
2021
Q1 		$112K Hold
1,138
– – ﹤0.01% 1321
2020
Q4 		$146K Buy
1,138
+65
+6% +$7.42K 0.01% 990
2020
Q3 		$112K Buy
1,073
+23
+2% +$2.58K 0.01% 936
2020
Q2 		$116K Sell
1,050
-175
-14% -$16.8K 0.01% 919
2020
Q1 		$97K Hold
1,225
– – 0.01% 850
2019
Q4 		$134K Sell
1,225
-11
-0.9% -$1.23K 0.01% 827
2019
Q3 		$130K Buy
+1,236
New +$125K 0.01% 760

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BAMCO Inc
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SP
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Sowell Financial Services's GWRE Position: Q2 2021 in Review

Sowell Financial Services sold out of Guidewire Software (GWRE) in Q2 2021, closing a stake of 1,138 shares — an estimated $112K sold.

Sowell Financial Services first reported a position in GWRE in Q3 2019 and held it in 7 quarters. The position peaked at $146K in Q4 2020. 372 funds tracked by Wall St. Rank hold GWRE as of Q2 2021.

  • Sowell Financial Services reported no remaining Guidewire Software position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,138 Guidewire Software shares in Q2 2021, an estimated $112K.
  • Sowell Financial Services first reported a position in Guidewire Software in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Guidewire Software position peaked at $146K in Q4 2020.
  • 372 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.