GWMIA
SWAV

Global Wealth Management Investment Advisory’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q2 		– Sell
-100
Closed -$3K – 701
2020
Q1 		$3K Hold
100
– – ﹤0.01% 491
2019
Q4 		$4K Sell
100
-50
-33% -$1.85K ﹤0.01% 472
2019
Q3 		$4K Hold
150
– – ﹤0.01% 442
2019
Q2 		$9K Buy
+150
New +$7.28K ﹤0.01% 388

Other funds holding SWAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Global Wealth Management Investment Advisory's SWAV Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2020, closing a stake of 100 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in SWAV in Q2 2019 and held it in 4 quarters. The position peaked at $9K in Q2 2019. 140 funds tracked by Wall St. Rank hold SWAV as of Q2 2020.

  • Global Wealth Management Investment Advisory reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Shockwave Medical, Inc. Common Stock shares in Q2 2020, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2019 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Shockwave Medical, Inc. Common Stock position peaked at $9K in Q2 2019.
  • 140 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.