CWS
SWAV

Confluence Wealth Services’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-45
Closed -$8K – 1239
2021
Q4 		$8K Buy
+45
New +$8.88K ﹤0.01% 981

Other funds holding SWAV

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Confluence Wealth Services's SWAV Position: Q1 2022 in Review

Confluence Wealth Services sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2022, closing a stake of 45 shares — an estimated $8K sold.

Confluence Wealth Services first reported a position in SWAV in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 308 funds tracked by Wall St. Rank hold SWAV as of Q1 2022.

  • Confluence Wealth Services reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 45 Shockwave Medical, Inc. Common Stock shares in Q1 2022, an estimated $8K.
  • Confluence Wealth Services first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Shockwave Medical, Inc. Common Stock position peaked at $8K in Q4 2021.
  • 308 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.