PWPS
SWAV

Pinnacle Wealth Planning Services’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-3
Closed – – 2086
2020
Q4 		$0 Buy
+3
New +$260 ﹤0.01% 2326

Other funds holding SWAV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Pinnacle Wealth Planning Services's SWAV Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2021, closing a stake of 3 shares.

Pinnacle Wealth Planning Services first reported a position in SWAV in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 217 funds tracked by Wall St. Rank hold SWAV as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3 Shockwave Medical, Inc. Common Stock shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Shockwave Medical, Inc. Common Stock position peaked at $0 in Q4 2020.
  • 217 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.