EWM
SWAV

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

Evermay 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
Q4 		– Sell
-100
Closed -$28K – 600
2022
Q3 		$28K Sell
100
-56
-36% -$14.2K 0.01% 321
2022
Q2 		$30K Hold
156
– – 0.01% 316
2022
Q1 		$32K Sell
156
-52
-25% -$8.57K 0.01% 335
2021
Q4 		$37K Hold
208
– – 0.01% 308
2021
Q3 		$43K Buy
+208
New +$40.8K 0.01% 282

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evermay Wealth Management's SWAV Position: Q4 2022 in Review

Evermay Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2022, closing a stake of 100 shares — an estimated $28K sold.

Evermay Wealth Management first reported a position in SWAV in Q3 2021 and held it in 5 quarters. The position peaked at $43K in Q3 2021. 415 funds tracked by Wall St. Rank hold SWAV as of Q4 2022.

  • Evermay Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 100 Shockwave Medical, Inc. Common Stock shares in Q4 2022, an estimated $28K.
  • Evermay Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2021 and held it in 5 quarters.
  • Evermay Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $43K in Q3 2021.
  • 415 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.