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 – 2911
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 – 2758
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 $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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return