SVA Wealth Management’s Guidewire Software GWRE Stock Holding History

SVA 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	$1.83M	Sell	14,255 -9,500	-40%	-$1.08M	0.16%	106
2020 Q3	$2.48M	Sell	23,755 -205	-0.9%	-$23K	0.25%	80
2020 Q2	$2.66M	Sell	23,960 -516	-2%	-$49.6K	0.28%	72
2020 Q1	$1.94M	Sell	24,476 -2,163	-8%	-$226K	0.22%	77
2019 Q4	$2.92M	Sell	26,639 -1,149	-4%	-$129K	0.27%	74
2019 Q3	$2.93M	Sell	27,788 -869	-3%	-$87.6K	0.29%	73
2019 Q2	$2.9M	Sell	28,657 -10,679	-27%	-$1.09M	0.29%	73
2019 Q1	$3.82M	Buy	39,336 +2,698	+7%	+$241K	0.37%	62
2018 Q4	$2.94M	Buy	36,638 +5,197	+17%	+$453K	0.33%	73
2018 Q3	$3.18M	Buy	31,441 +1,027	+3%	+$98.7K	0.32%	69
2018 Q2	$2.7M	Buy	+30,414	New	+$2.69M	0.29%	74

Other funds holding GWRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B 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

SVA Wealth Management's GWRE Position: Q4 2020 in Review

SVA Wealth Management reduced its Guidewire Software (GWRE) stake by 40% in Q4 2020, selling an estimated $1.08M and leaving 14,255 shares worth $1.83M. The position accounts for 0.16% of the portfolio, ranked #106.

SVA Wealth Management first reported a position in GWRE in Q2 2018 and has held it in 11 quarters since. The position peaked at $3.82M in Q1 2019. 409 funds tracked by Wall St. Rank hold GWRE as of Q4 2020.

SVA Wealth Management held 14,255 shares of Guidewire Software worth $1.83M as of Q4 2020.
SVA Wealth Management sold 9,500 Guidewire Software shares in Q4 2020, an estimated $1.08M.
Guidewire Software made up 0.16% of SVA Wealth Management's portfolio in Q4 2020, its #106 holding.
SVA Wealth Management first reported a position in Guidewire Software in Q2 2018 and has held it in 11 quarters since.
SVA Wealth Management's Guidewire Software position peaked at $3.82M in Q1 2019.
409 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.