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Sutton Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Sutton 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
2020
Q1 		– Sell
-43
Closed -$4.72K – 1230
2019
Q4 		$4.72K Hold
43
– – ﹤0.01% 957
2019
Q3 		$4.53K Hold
43
– – ﹤0.01% 959
2019
Q2 		$4.36K Hold
43
– – ﹤0.01% 956
2019
Q1 		$4.18K Hold
43
– – ﹤0.01% 965
2018
Q4 		$3.45K Hold
43
– – ﹤0.01% 934
2018
Q3 		$4.34K Sell
43
-572
-93% -$55K ﹤0.01% 921
2018
Q2 		$54.6K Buy
615
+473
+333% +$41.9K 0.04% 266
2018
Q1 		$11.5K Buy
+142
New +$11.4K 0.01% 779

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
EA
Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Sutton Wealth Advisors's GWRE Position: Q1 2020 in Review

Sutton Wealth Advisors sold out of Guidewire Software (GWRE) in Q1 2020, closing a stake of 43 shares — an estimated $4.72K sold.

Sutton Wealth Advisors first reported a position in GWRE in Q1 2018 and held it in 8 quarters. The position peaked at $54.6K in Q2 2018. 365 funds tracked by Wall St. Rank hold GWRE as of Q1 2020.

  • Sutton Wealth Advisors reported no remaining Guidewire Software position as of Q1 2020 after selling out during the quarter.
  • Sutton Wealth Advisors sold 43 Guidewire Software shares in Q1 2020, an estimated $4.72K.
  • Sutton Wealth Advisors first reported a position in Guidewire Software in Q1 2018 and held it in 8 quarters.
  • Sutton Wealth Advisors's Guidewire Software position peaked at $54.6K in Q2 2018.
  • 365 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2020.

Based on Sutton Wealth Advisors's 13F filing for Q1 2020, filed 7 Nov 2023.