BHWM
SWAV

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

Beaird Harris 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
Q1 		– Sell
-3
Closed -$617 – 768
2022
Q4 		$617 Buy
+3
New +$759 ﹤0.01% 680

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beaird Harris Wealth Management's SWAV Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2023, closing a stake of 3 shares — an estimated $617 sold.

Beaird Harris Wealth Management first reported a position in SWAV in Q4 2022 and held it in 1 quarter. The position peaked at $617 in Q4 2022. 381 funds tracked by Wall St. Rank hold SWAV as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 3 Shockwave Medical, Inc. Common Stock shares in Q1 2023, an estimated $617.
  • Beaird Harris Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $617 in Q4 2022.
  • 381 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.