Elmwood Wealth Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Elmwood Wealth Management’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	-55	Closed	-$10K	–	347
2021 Q4	$10K	Buy	+55	New	+$10.8K	﹤0.01%	290
2021 Q2	$14K	Sell	75 -35	-32%	-$5.73K	0.01%	241
2021 Q1	$14K	Buy	+110	New	+$13.2K	0.01%	234
2020 Q3	$5K	Hold	110	–	–	﹤0.01%	211
2020 Q2	$5K	Buy	+110	New	+$4.53K	﹤0.01%	211
2019 Q4	–	Sell	-110	Closed	-$3K	–	258
2019 Q3	$3K	Hold	110	–	–	﹤0.01%	240
2019 Q2	$6K	Buy	+110	New	+$5.34K	0.01%	226

Other funds holding SWAV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Elmwood Wealth Management's SWAV Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2022, closing a stake of 55 shares — an estimated $10K sold.

Elmwood Wealth Management first reported a position in SWAV in Q2 2019 and held it in 7 quarters. The position peaked at $14K in Q2 2021. 308 funds tracked by Wall St. Rank hold SWAV as of Q1 2022.

Elmwood Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 55 Shockwave Medical, Inc. Common Stock shares in Q1 2022, an estimated $10K.
Elmwood Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2019 and held it in 7 quarters.
Elmwood Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $14K in Q2 2021.
308 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.