Ranch Capital Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-200	Closed	-$41K	–	626
2021 Q3	$41K	Hold	200	–	–	0.03%	289
2021 Q2	$37K	Hold	200	–	–	0.02%	365
2021 Q1	$26K	Hold	200	–	–	0.02%	411
2020 Q4	$20K	Buy	200 +1	+0.5%	+$87	0.01%	472
2020 Q3	$15K	Hold	199	–	–	0.01%	531
2020 Q2	$10K	Sell	199 -100	-33%	-$4.12K	0.01%	633
2020 Q1	$9K	Sell	299 -600	-67%	-$23.8K	0.01%	619
2019 Q4	$39K	Buy	+899	New	+$33.2K	0.03%	383

Other funds holding SWAV

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

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

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

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Ranch Capital Advisors's SWAV Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2021, closing a stake of 200 shares — an estimated $41K sold.

Ranch Capital Advisors first reported a position in SWAV in Q4 2019 and held it in 8 quarters. The position peaked at $41K in Q3 2021. 294 funds tracked by Wall St. Rank hold SWAV as of Q4 2021.

Ranch Capital Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 200 Shockwave Medical, Inc. Common Stock shares in Q4 2021, an estimated $41K.
Ranch Capital Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Shockwave Medical, Inc. Common Stock position peaked at $41K in Q3 2021.
294 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.