LWAC
SWAV

Laurel Wealth Advisors (California)’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$262K Sell
1,273
-90
-7% -$22.8K 0.03% 545
2022
Q3 		$379K Hold
1,363
– – 0.04% 412
2022
Q2 		$261K Sell
1,363
-600
-31% -$106K 0.03% 537
2022
Q1 		$407K Hold
1,963
– – 0.03% 483
2021
Q4 		$350K Buy
+1,963
New +$387K 0.03% 568

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SWAV Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Shockwave Medical, Inc. Common Stock (SWAV) stake by 6.6% in Q4 2022, selling an estimated $22.8K and leaving 1,273 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #545.

Laurel Wealth Advisors (California) first reported a position in SWAV in Q4 2021 and has held it in 5 quarters since. The position peaked at $407K in Q1 2022. 415 funds tracked by Wall St. Rank hold SWAV as of Q4 2022.

  • Laurel Wealth Advisors (California) held 1,273 shares of Shockwave Medical, Inc. Common Stock worth $262K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 90 Shockwave Medical, Inc. Common Stock shares in Q4 2022, an estimated $22.8K.
  • Shockwave Medical, Inc. Common Stock made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #545 holding.
  • Laurel Wealth Advisors (California) first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Shockwave Medical, Inc. Common Stock position peaked at $407K in Q1 2022.
  • 415 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.