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

SeaCrest Wealth 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 Q3	–	Sell	-1,325	Closed	-$378K	–	662
2023 Q2	$378K	Sell	1,325 -3	-0.2%	-$833	0.05%	401
2023 Q1	$288K	Buy	+1,328	New	+$259K	0.04%	474
2022 Q3	–	Sell	-580	Closed	-$111K	–	1596
2022 Q2	$111K	Buy	+580	New	+$102K	0.01%	818

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

SeaCrest Wealth Management's SWAV Position: Q3 2023 in Review

SeaCrest Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2023, closing a stake of 1,325 shares — an estimated $378K sold.

SeaCrest Wealth Management first reported a position in SWAV in Q2 2022 and held it in 3 quarters. The position peaked at $378K in Q2 2023. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2023.

SeaCrest Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
SeaCrest Wealth Management sold 1,325 Shockwave Medical, Inc. Common Stock shares in Q3 2023, an estimated $378K.
SeaCrest Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2022 and held it in 3 quarters.
SeaCrest Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $378K in Q2 2023.
412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2023.

Based on SeaCrest Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.