AG
SWAV

Advisor Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Advisor Group’s Portfolio SWAV Stock Details SWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$13K Sell
300
-685
-70% -$25.3K ﹤0.01% 4206
2019
Q3 		$30K Hold
985
– – ﹤0.01% 3723
2019
Q2 		$56K Buy
+985
New +$47.8K ﹤0.01% 3290

Other funds holding SWAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Advisor Group's SWAV Position: Q4 2019 in Review

Advisor Group reduced its Shockwave Medical, Inc. Common Stock (SWAV) stake by 70% in Q4 2019, selling an estimated $25.3K and leaving 300 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #4206.

Advisor Group first reported a position in SWAV in Q2 2019 and has held it in 3 quarters since. The position peaked at $56K in Q2 2019. 118 funds tracked by Wall St. Rank hold SWAV as of Q4 2019.

  • Advisor Group held 300 shares of Shockwave Medical, Inc. Common Stock worth $13K as of Q4 2019.
  • Advisor Group sold 685 Shockwave Medical, Inc. Common Stock shares in Q4 2019, an estimated $25.3K.
  • Shockwave Medical, Inc. Common Stock made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4206 holding.
  • Advisor Group first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2019 and has held it in 3 quarters since.
  • Advisor Group's Shockwave Medical, Inc. Common Stock position peaked at $56K in Q2 2019.
  • 118 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.