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

Avion Wealth’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 Q4	–	Sell	-2	Closed	–	–	1397
2023 Q3	$0	Buy	+2	New	+$473	﹤0.01%	1278

Other funds holding SWAV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avion Wealth's SWAV Position: Q4 2023 in Review

Avion Wealth sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2023, closing a stake of 2 shares.

Avion Wealth first reported a position in SWAV in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 427 funds tracked by Wall St. Rank hold SWAV as of Q4 2023.

Avion Wealth reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 2 Shockwave Medical, Inc. Common Stock shares in Q4 2023.
Avion Wealth first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
Avion Wealth's Shockwave Medical, Inc. Common Stock position peaked at $0 in Q3 2023.
427 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.