Institutional & Family Asset Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Institutional & Family Asset 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
2023 Q4	–	Sell	-1	Closed	-$199	–	757
2023 Q3	$199	Sell	1 -3	-75%	-$709	﹤0.01%	699
2023 Q2	$1.14K	Hold	4	–	–	﹤0.01%	617
2023 Q1	$867	Hold	4	–	–	﹤0.01%	642
2022 Q4	$822	Hold	4	–	–	﹤0.01%	617
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	691
2022 Q2	$1K	Buy	4 +1	+33%	+$177	﹤0.01%	710
2022 Q1	$1K	Buy	+3	New	+$495	﹤0.01%	747

Other funds holding SWAV

BlackRock New York $6.73T AUM 46.02% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Institutional & Family Asset Management's SWAV Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2023, closing a stake of 1 share — an estimated $199 sold.

Institutional & Family Asset Management first reported a position in SWAV in Q1 2022 and held it in 7 quarters. The position peaked at $1.14K in Q2 2023. 427 funds tracked by Wall St. Rank hold SWAV as of Q4 2023.

Institutional & Family Asset Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 1 Shockwave Medical, Inc. Common Stock share in Q4 2023, an estimated $199.
Institutional & Family Asset Management first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2022 and held it in 7 quarters.
Institutional & Family Asset Management's Shockwave Medical, Inc. Common Stock position peaked at $1.14K in Q2 2023.
427 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.