AF
SWAV

Advisornet Financial’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-1
Closed -$191 – 2561
2023
Q4 		$191 Sell
1
-1
-50% -$189 ﹤0.01% 2307
2023
Q3 		$398 Buy
2
+1
+100% +$236 ﹤0.01% 2031
2023
Q2 		$285 Hold
1
– – ﹤0.01% 2156
2023
Q1 		$217 Buy
+1
New +$195 ﹤0.01% 2240

Other funds holding SWAV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advisornet Financial's SWAV Position: Q1 2024 in Review

Advisornet Financial sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2024, closing a stake of 1 share — an estimated $191 sold.

Advisornet Financial first reported a position in SWAV in Q1 2023 and held it in 4 quarters. The position peaked at $398 in Q3 2023. 488 funds tracked by Wall St. Rank hold SWAV as of Q1 2024.

  • Advisornet Financial reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 1 Shockwave Medical, Inc. Common Stock share in Q1 2024, an estimated $191.
  • Advisornet Financial first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2023 and held it in 4 quarters.
  • Advisornet Financial's Shockwave Medical, Inc. Common Stock position peaked at $398 in Q3 2023.
  • 488 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.