CFA
SWAV

Carroll Financial Associates’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Carroll Financial Associates’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
Q4 		$0 Hold
1
– – ﹤0.01% 2004
2021
Q3 		$0 Buy
+1
New +$196 ﹤0.01% 1990

Other funds holding SWAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Carroll Financial Associates's SWAV Position: Q4 2021 in Review

Carroll Financial Associates held its Shockwave Medical, Inc. Common Stock (SWAV) position steady in Q4 2021 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Carroll Financial Associates first reported a position in SWAV in Q3 2021 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold SWAV as of Q4 2021.

  • Carroll Financial Associates held 1 share of Shockwave Medical, Inc. Common Stock worth $0 as of Q4 2021.
  • Carroll Financial Associates left its Shockwave Medical, Inc. Common Stock share count unchanged in Q4 2021.
  • Shockwave Medical, Inc. Common Stock made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #2004 holding.
  • Carroll Financial Associates first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2021 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.