RWA
SWAV

Ropes Wealth Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Ropes Wealth 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
Q1 		– Sell
-95
Closed -$10K – 834
2020
Q4 		$10K Hold
95
– – ﹤0.01% 541
2020
Q3 		$7K Buy
95
+45
+90% +$2.55K ﹤0.01% 546
2020
Q2 		$2K Hold
50
– – ﹤0.01% 542
2020
Q1 		$2K Hold
50
– – ﹤0.01% 509
2019
Q4 		$2K Hold
50
– – ﹤0.01% 520
2019
Q3 		$1K Buy
+50
New +$2.12K ﹤0.01% 544

Other funds holding SWAV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ropes Wealth Advisors's SWAV Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2021, closing a stake of 95 shares — an estimated $10K sold.

Ropes Wealth Advisors first reported a position in SWAV in Q3 2019 and held it in 6 quarters. The position peaked at $10K in Q4 2020. 217 funds tracked by Wall St. Rank hold SWAV as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 95 Shockwave Medical, Inc. Common Stock shares in Q1 2021, an estimated $10K.
  • Ropes Wealth Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2019 and held it in 6 quarters.
  • Ropes Wealth Advisors's Shockwave Medical, Inc. Common Stock position peaked at $10K in Q4 2020.
  • 217 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.