JWCA
SWAV

J.W. Cole Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

J.W. Cole 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
2023
Q2 		– Sell
-1,027
Closed -$223K – 830
2023
Q1 		$223K Buy
+1,027
New +$200K 0.02% 695

Other funds holding SWAV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

J.W. Cole Advisors's SWAV Position: Q2 2023 in Review

J.W. Cole Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2023, closing a stake of 1,027 shares — an estimated $223K sold.

J.W. Cole Advisors first reported a position in SWAV in Q1 2023 and held it in 1 quarter. The position peaked at $223K in Q1 2023. 460 funds tracked by Wall St. Rank hold SWAV as of Q2 2023.

  • J.W. Cole Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • J.W. Cole Advisors sold 1,027 Shockwave Medical, Inc. Common Stock shares in Q2 2023, an estimated $223K.
  • J.W. Cole Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • J.W. Cole Advisors's Shockwave Medical, Inc. Common Stock position peaked at $223K in Q1 2023.
  • 460 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2023.

Based on J.W. Cole Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.