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

Prestige Wealth Management Group’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
2024 Q1	–	Sell	-4	Closed	-$763	–	1052
2023 Q4	$763	Buy	4 +2	+100%	+$378	﹤0.01%	884
2023 Q3	$399	Buy	+2	New	+$473	﹤0.01%	988
2023 Q1	–	Sell	-105	Closed	-$21.6K	–	1173
2022 Q4	$21.6K	Buy	105 +5	+5%	+$1.26K	0.01%	347
2022 Q3	$28K	Hold	100	–	–	0.01%	279
2022 Q2	$19K	Hold	100	–	–	0.01%	340
2022 Q1	$21K	Hold	100	–	–	0.01%	345
2021 Q4	$18K	Hold	100	–	–	﹤0.01%	394
2021 Q3	$21K	Buy	+100	New	+$19.6K	0.01%	370

Other funds holding SWAV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Prestige Wealth Management Group's SWAV Position: Q1 2024 in Review

Prestige Wealth Management Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2024, closing a stake of 4 shares — an estimated $763 sold.

Prestige Wealth Management Group first reported a position in SWAV in Q3 2021 and held it in 8 quarters. The position peaked at $28K in Q3 2022. 488 funds tracked by Wall St. Rank hold SWAV as of Q1 2024.

Prestige Wealth Management Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 4 Shockwave Medical, Inc. Common Stock shares in Q1 2024, an estimated $763.
Prestige Wealth Management Group first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2021 and held it in 8 quarters.
Prestige Wealth Management Group's Shockwave Medical, Inc. Common Stock position peaked at $28K in Q3 2022.
488 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2024.

Based on Prestige Wealth Management Group's 13F filing for Q1 2024, filed 26 Apr 2024.