AG
SWAV

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

Aperio 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
2020
Q4 		$384K Buy
3,704
+753
+26% +$65.2K ﹤0.01% 2081
2020
Q3 		$224K Buy
+2,951
New +$167K ﹤0.01% 2192

Other funds holding SWAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Aperio Group's SWAV Position: Q4 2020 in Review

Aperio Group increased its Shockwave Medical, Inc. Common Stock (SWAV) stake by 26% in Q4 2020, buying an estimated $65.2K and bringing the position to 3,704 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Aperio Group first reported a position in SWAV in Q3 2020 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold SWAV as of Q4 2020.

  • Aperio Group held 3,704 shares of Shockwave Medical, Inc. Common Stock worth $384K as of Q4 2020.
  • Aperio Group bought 753 Shockwave Medical, Inc. Common Stock shares in Q4 2020, an estimated $65.2K.
  • Shockwave Medical, Inc. Common Stock made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2081 holding.
  • Aperio Group first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2020 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.