CA
SWAV

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

Cetera 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
2024
Q1 		$202K Buy
+620
New +$152K ﹤0.01% 2214
2022
Q4 		– Sell
-830
Closed -$231K – 1683
2022
Q3 		$231K Buy
+830
New +$211K 0.01% 1078

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cetera Advisors's SWAV Position: Q1 2024 in Review

Cetera Advisors opened a new position in Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2024: 620 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #2214 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in SWAV as recently as Q3 2022.

Cetera Advisors first reported a position in SWAV in Q3 2022 and has held it in 2 quarters since. The position peaked at $231K in Q3 2022. 488 funds tracked by Wall St. Rank hold SWAV as of Q1 2024.

  • Cetera Advisors held 620 shares of Shockwave Medical, Inc. Common Stock worth $202K as of Q1 2024.
  • Shockwave Medical, Inc. Common Stock was a new Cetera Advisors position in Q1 2024.
  • Shockwave Medical, Inc. Common Stock made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2214 holding.
  • Cetera Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2022 and has held it in 2 quarters since.
  • Cetera Advisors's Shockwave Medical, Inc. Common Stock position peaked at $231K in Q3 2022.
  • 488 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.