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Wealthspire Advisors (Maryland)’s Guidewire Software GWRE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-142
Closed -$14K – 1091
2019
Q1 		$14K Sell
142
-5
-3% -$447 ﹤0.01% 1403
2018
Q4 		$12K Buy
147
+35
+31% +$3.05K ﹤0.01% 1397
2018
Q3 		$11K Buy
112
+5
+5% +$480 ﹤0.01% 1480
2018
Q2 		$9K Sell
107
-7
-6% -$620 ﹤0.01% 1579
2018
Q1 		$9K Hold
114
– – ﹤0.01% 1609
2017
Q4 		$8K Buy
114
+12
+12% +$927 ﹤0.01% 1672
2017
Q3 		$8K Buy
102
+4
+4% +$293 ﹤0.01% 1651
2017
Q2 		$7K Buy
98
+88
+880% +$5.6K ﹤0.01% 1657
2017
Q1 		$1K Hold
10
– – ﹤0.01% 1800
2016
Q4 		$0 Sell
10
-4
-29% -$224 ﹤0.01% 1786
2016
Q3 		$1K Hold
14
– – ﹤0.01% 1638
2016
Q2 		$1K Hold
14
– – ﹤0.01% 1606
2016
Q1 		$1K Hold
14
– – ﹤0.01% 1647
2015
Q4 		$1K Buy
+14
New +$811 ﹤0.01% 1619

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Artisan Partners
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BlackRock
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BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
SP
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Principal Financial Group
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JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GWRE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Guidewire Software (GWRE) in Q2 2019, closing a stake of 142 shares — an estimated $14K sold.

Wealthspire Advisors (Maryland) first reported a position in GWRE in Q4 2015 and held it in 14 quarters. The position peaked at $14K in Q1 2019. 325 funds tracked by Wall St. Rank hold GWRE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Guidewire Software position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 142 Guidewire Software shares in Q2 2019, an estimated $14K.
  • Wealthspire Advisors (Maryland) first reported a position in Guidewire Software in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Guidewire Software position peaked at $14K in Q1 2019.
  • 325 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.