Raleigh Capital Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Raleigh Capital Management’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 Q4	–	Sell	-29	Closed	-$5.76K	–	1198
2023 Q3	$5.76K	Sell	29 -46	-61%	-$10.9K	﹤0.01%	665
2023 Q2	$21.4K	Buy	75 +47	+168%	+$13.1K	0.01%	375
2023 Q1	$6.07K	Buy	28 +6	+27%	+$1.17K	﹤0.01%	584
2022 Q4	$4.52K	Buy	22 +9	+69%	+$2.28K	﹤0.01%	563
2022 Q3	$4K	Buy	+13	New	+$3.31K	﹤0.01%	563

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raleigh Capital Management's SWAV Position: Q4 2023 in Review

Raleigh Capital Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2023, closing a stake of 29 shares — an estimated $5.76K sold.

Raleigh Capital Management first reported a position in SWAV in Q3 2022 and held it in 5 quarters. The position peaked at $21.4K in Q2 2023. 427 funds tracked by Wall St. Rank hold SWAV as of Q4 2023.

Raleigh Capital Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Raleigh Capital Management sold 29 Shockwave Medical, Inc. Common Stock shares in Q4 2023, an estimated $5.76K.
Raleigh Capital Management first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2022 and held it in 5 quarters.
Raleigh Capital Management's Shockwave Medical, Inc. Common Stock position peaked at $21.4K in Q2 2023.
427 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2023.

Based on Raleigh Capital Management's 13F filing for Q4 2023, filed 21 Feb 2024.