MWM
SWAV

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

MBE 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
2020
Q2 		– Sell
-100
Closed -$3K – 565
2020
Q1 		$3K Buy
+100
New +$3.97K ﹤0.01% 441

Other funds holding SWAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MBE Wealth Management's SWAV Position: Q2 2020 in Review

MBE Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2020, closing a stake of 100 shares — an estimated $3K sold.

MBE Wealth Management first reported a position in SWAV in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 140 funds tracked by Wall St. Rank hold SWAV as of Q2 2020.

  • MBE Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 100 Shockwave Medical, Inc. Common Stock shares in Q2 2020, an estimated $3K.
  • MBE Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $3K in Q1 2020.
  • 140 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.