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

Herold 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
2022 Q2	–	Sell	-350	Closed	-$72.6K	–	707
2022 Q1	$72.6K	Buy	+350	New	+$57.7K	0.03%	320
2021 Q4	–	Sell	-350	Closed	-$72K	–	683
2021 Q3	$72K	Buy	+350	New	+$68.7K	0.03%	327

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Herold Advisors's SWAV Position: Q2 2022 in Review

Herold Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2022, closing a stake of 350 shares — an estimated $72.6K sold.

Herold Advisors first reported a position in SWAV in Q3 2021 and held it in 2 quarters. The position peaked at $72.6K in Q1 2022. 337 funds tracked by Wall St. Rank hold SWAV as of Q2 2022.

Herold Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 350 Shockwave Medical, Inc. Common Stock shares in Q2 2022, an estimated $72.6K.
Herold Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2021 and held it in 2 quarters.
Herold Advisors's Shockwave Medical, Inc. Common Stock position peaked at $72.6K in Q1 2022.
337 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.