Sterling Investment Advisors (Pennsylvania)’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-200	Closed	-$38K	–	560
2022 Q2	$38K	Hold	200	–	–	0.01%	253
2022 Q1	$41K	Hold	200	–	–	0.01%	273
2021 Q4	$36K	Hold	200	–	–	0.01%	292
2021 Q3	$41K	Hold	200	–	–	0.01%	272
2021 Q2	$38K	Hold	200	–	–	0.01%	289
2021 Q1	$26K	Hold	200	–	–	0.01%	307
2020 Q4	$21K	Hold	200	–	–	0.01%	303
2020 Q3	$15K	Hold	200	–	–	0.01%	322
2020 Q2	$9K	Hold	200	–	–	﹤0.01%	354
2020 Q1	$6K	Hold	200	–	–	﹤0.01%	341
2019 Q4	$8K	Hold	200	–	–	﹤0.01%	354
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	369
2019 Q2	$11K	Hold	200	–	–	0.01%	348
2019 Q1	$7K	Buy	+200	New	+$6.64K	﹤0.01%	364

Other funds holding SWAV

BlackRock New York $6.73T AUM 46.02% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SWAV Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2022, closing a stake of 200 shares — an estimated $38K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SWAV in Q1 2019 and held it in 14 quarters. The position peaked at $41K in Q1 2022. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 200 Shockwave Medical, Inc. Common Stock shares in Q3 2022, an estimated $38K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2019 and held it in 14 quarters.
Sterling Investment Advisors (Pennsylvania)'s Shockwave Medical, Inc. Common Stock position peaked at $41K in Q1 2022.
412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.