BCA
SWAV

Berman Capital Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Berman Capital Advisors’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
Q3 		$61K Buy
300
+116
+63% +$22.8K 0.01% 602
2021
Q2 		$34K Buy
184
+17
+10% +$2.78K 0.01% 728
2021
Q1 		$21K Buy
167
+110
+193% +$13.2K ﹤0.01% 782
2020
Q4 		$5K Buy
+57
New +$4.94K ﹤0.01% 1185

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Berman Capital Advisors's SWAV Position: Q3 2021 in Review

Berman Capital Advisors increased its Shockwave Medical, Inc. Common Stock (SWAV) stake by 63% in Q3 2021, buying an estimated $22.8K and bringing the position to 300 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #602.

Berman Capital Advisors first reported a position in SWAV in Q4 2020 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold SWAV as of Q3 2021.

  • Berman Capital Advisors held 300 shares of Shockwave Medical, Inc. Common Stock worth $61K as of Q3 2021.
  • Berman Capital Advisors bought 116 Shockwave Medical, Inc. Common Stock shares in Q3 2021, an estimated $22.8K.
  • Shockwave Medical, Inc. Common Stock made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #602 holding.
  • Berman Capital Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2020 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.