KWM
SWAV

Kingsview Wealth Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Kingsview Wealth 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
Q2 		– Sell
-3,247
Closed -$704K – 992
2023
Q1 		$704K Buy
3,247
+1,929
+146% +$376K 0.03% 487
2022
Q4 		$271K Buy
+1,318
New +$333K 0.01% 699

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

Kingsview Wealth Management's SWAV Position: Q2 2023 in Review

Kingsview Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2023, closing a stake of 3,247 shares — an estimated $704K sold.

Kingsview Wealth Management first reported a position in SWAV in Q4 2022 and held it in 2 quarters. The position peaked at $704K in Q1 2023. 460 funds tracked by Wall St. Rank hold SWAV as of Q2 2023.

  • Kingsview Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,247 Shockwave Medical, Inc. Common Stock shares in Q2 2023, an estimated $704K.
  • Kingsview Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 2 quarters.
  • Kingsview Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $704K in Q1 2023.
  • 460 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.