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

Glassman Wealth Services’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	-4	Closed	-$762	–	1953
2023 Q4	$762	Sell	4 -4	-50%	-$756	﹤0.01%	1615
2023 Q3	$1.59K	Hold	8	–	–	﹤0.01%	1404
2023 Q2	$2.28K	Hold	8	–	–	﹤0.01%	1204
2023 Q1	$1.74K	Sell	8 -1	-11%	-$195	﹤0.01%	1286
2022 Q4	$1.85K	Hold	9	–	–	﹤0.01%	1278
2022 Q3	$3K	Hold	9	–	–	﹤0.01%	1170
2022 Q2	$2K	Buy	+9	New	+$1.59K	﹤0.01%	1312
2022 Q1	–	Sell	-8	Closed	-$1K	–	2021
2021 Q4	$1K	Buy	8 +7	+700%	+$1.38K	﹤0.01%	1571
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1870
2021 Q2	$0	Buy	+1	New	+$164	﹤0.01%	1707

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

Glassman Wealth Services's SWAV Position: Q1 2024 in Review

Glassman Wealth Services sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2024, closing a stake of 4 shares — an estimated $762 sold.

Glassman Wealth Services first reported a position in SWAV in Q2 2021 and held it in 10 quarters. The position peaked at $3K in Q3 2022. 488 funds tracked by Wall St. Rank hold SWAV as of Q1 2024.

Glassman Wealth Services reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 4 Shockwave Medical, Inc. Common Stock shares in Q1 2024, an estimated $762.
Glassman Wealth Services first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2021 and held it in 10 quarters.
Glassman Wealth Services's Shockwave Medical, Inc. Common Stock position peaked at $3K in Q3 2022.
488 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.