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

First Foundation 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	–	Sell	-1,000	Closed	-$191K	–	462
2023 Q4	$191K	Sell	1,000 -82	-8%	-$15.5K	0.01%	341
2023 Q3	$215K	Sell	1,082 -52	-5%	-$12.3K	0.01%	381
2023 Q2	$324K	Buy	1,134 +30	+3%	+$8.33K	0.01%	303
2023 Q1	$239K	Sell	1,104 -8	-0.7%	-$1.56K	0.01%	335
2022 Q4	$229K	Sell	1,112 -64	-5%	-$16.2K	0.01%	348
2022 Q3	$327K	Buy	1,176 +12	+1%	+$3.05K	0.02%	280
2022 Q2	$223K	Buy	+1,164	New	+$205K	0.01%	361

Other funds holding SWAV

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Foundation Advisors's SWAV Position: Q1 2024 in Review

First Foundation Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2024, closing a stake of 1,000 shares — an estimated $191K sold.

First Foundation Advisors first reported a position in SWAV in Q2 2022 and held it in 7 quarters. The position peaked at $327K in Q3 2022. 488 funds tracked by Wall St. Rank hold SWAV as of Q1 2024.

First Foundation Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
First Foundation Advisors sold 1,000 Shockwave Medical, Inc. Common Stock shares in Q1 2024, an estimated $191K.
First Foundation Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2022 and held it in 7 quarters.
First Foundation Advisors's Shockwave Medical, Inc. Common Stock position peaked at $327K in Q3 2022.
488 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2024.

Based on First Foundation Advisors's 13F filing for Q1 2024, filed 10 May 2024.