PFWA
SWAV

Paces Ferry Wealth Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-600
Closed -$45K – 1174
2020
Q3 		$45K Buy
+600
New +$34K 0.04% 235

Other funds holding SWAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Paces Ferry Wealth Advisors's SWAV Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2020, closing a stake of 600 shares — an estimated $45K sold.

Paces Ferry Wealth Advisors first reported a position in SWAV in Q3 2020 and held it in 1 quarter. The position peaked at $45K in Q3 2020. 227 funds tracked by Wall St. Rank hold SWAV as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 600 Shockwave Medical, Inc. Common Stock shares in Q4 2020, an estimated $45K.
  • Paces Ferry Wealth Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Shockwave Medical, Inc. Common Stock position peaked at $45K in Q3 2020.
  • 227 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.