Capital World Investors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Capital World Investors’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
2024 Q2	–	Sell	-585,000	Closed	-$190M	–	563
2024 Q1	$190M	Hold	585,000	–	–	0.03%	284
2023 Q4	$111M	Hold	585,000	–	–	0.02%	330
2023 Q3	$116M	Hold	585,000	–	–	0.02%	319
2023 Q2	$167M	Hold	585,000	–	–	0.03%	287
2023 Q1	$127M	Hold	585,000	–	–	0.03%	313
2022 Q4	$120M	Hold	585,000	–	–	0.03%	322
2022 Q3	$163M	Hold	585,000	–	–	0.04%	291
2022 Q2	$112M	Hold	585,000	–	–	0.02%	322
2022 Q1	$121M	Hold	585,000	–	–	0.02%	339
2021 Q4	$104M	Hold	585,000	–	–	0.02%	372
2021 Q3	$120M	Hold	585,000	–	–	0.02%	354
2021 Q2	$111M	Hold	585,000	–	–	0.02%	375
2021 Q1	$76.2M	Hold	585,000	–	–	0.01%	388
2020 Q4	$60.7M	Hold	585,000	–	–	0.01%	394
2020 Q3	$44.3M	Hold	585,000	–	–	0.01%	403
2020 Q2	$27.7M	Hold	585,000	–	–	0.01%	407
2020 Q1	$19.4M	Hold	585,000	–	–	0.01%	401
2019 Q4	$25.7M	Buy	585,000 +435,000	+290%	+$16.1M	0.01%	405
2019 Q3	$4.49M	Hold	150,000	–	–	﹤0.01%	495
2019 Q2	$8.56M	Sell	150,000 -150,000	-50%	-$7.28M	﹤0.01%	494
2019 Q1	$10M	Buy	+300,000	New	+$9.97M	﹤0.01%	482

Other funds holding SWAV

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Capital World Investors's SWAV Position: Q2 2024 in Review

Capital World Investors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 585,000 shares — an estimated $190M sold.

Capital World Investors first reported a position in SWAV in Q1 2019 and held it in 21 quarters. The position peaked at $190M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Capital World Investors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Capital World Investors sold 585,000 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $190M.
Capital World Investors first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2019 and held it in 21 quarters.
Capital World Investors's Shockwave Medical, Inc. Common Stock position peaked at $190M in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Capital World Investors's 13F filing for Q2 2024, filed 13 Aug 2024.