AIM
SWAV

Anchor Investment Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Anchor Investment 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
2021
Q2 		– Sell
-15
Closed -$1.95K – 998
2021
Q1 		$1.95K Hold
15
– – ﹤0.01% 874
2020
Q4 		$1.56K Hold
15
– – ﹤0.01% 863
2020
Q3 		$1.14K Hold
15
– – ﹤0.01% 848
2020
Q2 		$711 Sell
15
-25
-63% -$1.03K ﹤0.01% 844
2020
Q1 		$1.33K Hold
40
– – ﹤0.01% 796
2019
Q4 		$1.76K Buy
+40
New +$1.48K ﹤0.01% 781

Other funds holding SWAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Anchor Investment Management's SWAV Position: Q2 2021 in Review

Anchor Investment Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2021, closing a stake of 15 shares — an estimated $1.95K sold.

Anchor Investment Management first reported a position in SWAV in Q4 2019 and held it in 6 quarters. The position peaked at $1.95K in Q1 2021. 240 funds tracked by Wall St. Rank hold SWAV as of Q2 2021.

  • Anchor Investment Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Anchor Investment Management sold 15 Shockwave Medical, Inc. Common Stock shares in Q2 2021, an estimated $1.95K.
  • Anchor Investment Management first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2019 and held it in 6 quarters.
  • Anchor Investment Management's Shockwave Medical, Inc. Common Stock position peaked at $1.95K in Q1 2021.
  • 240 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2021.

Based on Anchor Investment Management's 13F filing for Q2 2021, filed 2 Jan 2024.