PWA
SWAV

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

Phoenix 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
2023
Q1 		– Sell
-994
Closed -$204K – 115
2022
Q4 		$204K Buy
+994
New +$251K 0.12% 107

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Phoenix Wealth Advisors's SWAV Position: Q1 2023 in Review

Phoenix Wealth Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2023, closing a stake of 994 shares — an estimated $204K sold.

Phoenix Wealth Advisors first reported a position in SWAV in Q4 2022 and held it in 1 quarter. The position peaked at $204K in Q4 2022. 381 funds tracked by Wall St. Rank hold SWAV as of Q1 2023.

  • Phoenix Wealth Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 994 Shockwave Medical, Inc. Common Stock shares in Q1 2023, an estimated $204K.
  • Phoenix Wealth Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • Phoenix Wealth Advisors's Shockwave Medical, Inc. Common Stock position peaked at $204K in Q4 2022.
  • 381 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.