PMFA
SWAV

Plante Moran Financial Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Plante Moran Financial 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
Q3 		– Sell
-35
Closed -$9.99K – 870
2023
Q2 		$9.99K Buy
+35
New +$9.72K ﹤0.01% 553
2020
Q4 		– Sell
-110
Closed -$8K – 1017
2020
Q3 		$8K Buy
+110
New +$6.24K ﹤0.01% 643

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Plante Moran Financial Advisors's SWAV Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2023, closing a stake of 35 shares — an estimated $9.99K sold.

Plante Moran Financial Advisors first reported a position in SWAV in Q3 2020 and held it in 2 quarters. The position peaked at $9.99K in Q2 2023. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2023.

  • Plante Moran Financial Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 35 Shockwave Medical, Inc. Common Stock shares in Q3 2023, an estimated $9.99K.
  • Plante Moran Financial Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2020 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Shockwave Medical, Inc. Common Stock position peaked at $9.99K in Q2 2023.
  • 412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.