SFS
SWAV

Sowell Financial Services’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-150
Closed -$22K – 2905
2021
Q1 		$22K Buy
150
+35
+30% +$4.2K ﹤0.01% 2036
2020
Q4 		$12K Buy
+115
New +$9.96K ﹤0.01% 1956
2020
Q1 		– Sell
-325
Closed -$14K – 2747
2019
Q4 		$14K Buy
325
+140
+76% +$5.17K ﹤0.01% 1577
2019
Q3 		$6K Buy
+185
New +$7.86K ﹤0.01% 1726

Other funds holding SWAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Sowell Financial Services's SWAV Position: Q2 2021 in Review

Sowell Financial Services sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2021, closing a stake of 150 shares — an estimated $22K sold.

Sowell Financial Services first reported a position in SWAV in Q3 2019 and held it in 4 quarters. The position peaked at $22K in Q1 2021. 240 funds tracked by Wall St. Rank hold SWAV as of Q2 2021.

  • Sowell Financial Services reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 150 Shockwave Medical, Inc. Common Stock shares in Q2 2021, an estimated $22K.
  • Sowell Financial Services first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Shockwave Medical, Inc. Common Stock position peaked at $22K in Q1 2021.
  • 240 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.