RIA
SWAV

Realta Investment Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-150
Closed -$6K – 1475
2019
Q4 		$6K Hold
150
– – ﹤0.01% 1311
2019
Q3 		$4K Buy
150
+95
+173% +$4.04K ﹤0.01% 1409
2019
Q2 		$3K Buy
+55
New +$2.67K ﹤0.01% 1523

Other funds holding SWAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Realta Investment Advisors's SWAV Position: Q1 2020 in Review

Realta Investment Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2020, closing a stake of 150 shares — an estimated $6K sold.

Realta Investment Advisors first reported a position in SWAV in Q2 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 110 funds tracked by Wall St. Rank hold SWAV as of Q1 2020.

  • Realta Investment Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 150 Shockwave Medical, Inc. Common Stock shares in Q1 2020, an estimated $6K.
  • Realta Investment Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Shockwave Medical, Inc. Common Stock position peaked at $6K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.