GKWIM
SWAV

Gerber Kawasaki Wealth & Investment Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-98
Closed -$20K – 1184
2021
Q3 		$20K Buy
+98
New +$19.2K ﹤0.01% 516

Other funds holding SWAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SWAV Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2021, closing a stake of 98 shares — an estimated $20K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SWAV in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 294 funds tracked by Wall St. Rank hold SWAV as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 98 Shockwave Medical, Inc. Common Stock shares in Q4 2021, an estimated $20K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Shockwave Medical, Inc. Common Stock position peaked at $20K in Q3 2021.
  • 294 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.