BWM
SWAV

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

BerganKDV 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
Q2 		$28.5K Hold
100
– – ﹤0.01% 449
2023
Q1 		$21.7K Sell
100
-35
-26% -$6.82K ﹤0.01% 508
2022
Q4 		$27.8K Buy
135
+35
+35% +$8.85K ﹤0.01% 453
2022
Q3 		$28K Hold
100
– – ﹤0.01% 446
2022
Q2 		$19K Buy
+100
New +$17.7K ﹤0.01% 505

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BerganKDV Wealth Management's SWAV Position: Q2 2023 in Review

BerganKDV Wealth Management held its Shockwave Medical, Inc. Common Stock (SWAV) position steady in Q2 2023 at 100 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

BerganKDV Wealth Management first reported a position in SWAV in Q2 2022 and has held it in 5 quarters since. 460 funds tracked by Wall St. Rank hold SWAV as of Q2 2023.

  • BerganKDV Wealth Management held 100 shares of Shockwave Medical, Inc. Common Stock worth $28.5K as of Q2 2023.
  • BerganKDV Wealth Management left its Shockwave Medical, Inc. Common Stock share count unchanged in Q2 2023.
  • Shockwave Medical, Inc. Common Stock made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #449 holding.
  • BerganKDV Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2022 and has held it in 5 quarters since.
  • 460 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.