AWM
SWAV

AE Wealth Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

AE Wealth Management’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
2023
Q3 		– Sell
-1,146
Closed -$327K – 2098
2023
Q2 		$327K Buy
+1,146
New +$318K ﹤0.01% 1580

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AE Wealth Management's SWAV Position: Q3 2023 in Review

AE Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2023, closing a stake of 1,146 shares — an estimated $327K sold.

AE Wealth Management first reported a position in SWAV in Q2 2023 and held it in 1 quarter. The position peaked at $327K in Q2 2023. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2023.

  • AE Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 1,146 Shockwave Medical, Inc. Common Stock shares in Q3 2023, an estimated $327K.
  • AE Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2023 and held it in 1 quarter.
  • AE Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $327K in Q2 2023.
  • 412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.