SFG
SWAV

Steward Financial Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Steward Financial Group’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 		$0 Buy
+4
New +$946 ﹤0.01% 1614
2023
Q2 		– Sell
-4
Closed – – 1066
2023
Q1 		$0 Buy
+4
New +$779 ﹤0.01% 953

Other funds holding SWAV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Steward Financial Group's SWAV Position: Q3 2023 in Review

Steward Financial Group opened a new position in Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2023: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1614 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SWAV as recently as Q1 2023.

Steward Financial Group first reported a position in SWAV in Q1 2023 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2023.

  • Steward Financial Group held 4 shares of Shockwave Medical, Inc. Common Stock worth $0 as of Q3 2023.
  • Shockwave Medical, Inc. Common Stock was a new Steward Financial Group position in Q3 2023.
  • Shockwave Medical, Inc. Common Stock made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1614 holding.
  • Steward Financial Group first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2023 and has held it in 2 quarters since.
  • 412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.