EW
SWAV

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

Evoke Wealth’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
-48
Closed -$13K – 1205
2022
Q3 		$13K Hold
48
– – ﹤0.01% 717
2022
Q2 		$9K Hold
48
– – ﹤0.01% 797
2022
Q1 		$10K Hold
48
– – ﹤0.01% 777
2021
Q4 		$9K Hold
48
– – ﹤0.01% 813
2021
Q3 		$9K Hold
48
– – ﹤0.01% 765
2021
Q2 		$9K Hold
48
– – ﹤0.01% 769
2021
Q1 		$6K Hold
48
– – ﹤0.01% 823
2020
Q4 		$5K Hold
48
– – ﹤0.01% 741
2020
Q3 		$4K Hold
48
– – ﹤0.01% 749
2020
Q2 		$2K Buy
+48
New +$1.98K ﹤0.01% 917

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

Evoke Wealth's SWAV Position: Q4 2022 in Review

Evoke Wealth sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2022, closing a stake of 48 shares — an estimated $13K sold.

Evoke Wealth first reported a position in SWAV in Q2 2020 and held it in 10 quarters. The position peaked at $13K in Q3 2022. 415 funds tracked by Wall St. Rank hold SWAV as of Q4 2022.

  • Evoke Wealth reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 48 Shockwave Medical, Inc. Common Stock shares in Q4 2022, an estimated $13K.
  • Evoke Wealth first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2020 and held it in 10 quarters.
  • Evoke Wealth's Shockwave Medical, Inc. Common Stock position peaked at $13K in Q3 2022.
  • 415 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.