Steward Partners Investment Advisory’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-50	Closed	-$9.96K	–	3601
2023 Q3	$9.96K	Hold	50	–	–	﹤0.01%	2604
2023 Q2	$14.3K	Hold	50	–	–	﹤0.01%	2444
2023 Q1	$10.8K	Sell	50 -800	-94%	-$156K	﹤0.01%	2510
2022 Q4	$175K	Buy	850 +800	+1,600%	+$202K	﹤0.01%	1300
2022 Q3	$14K	Hold	50	–	–	﹤0.01%	2400
2022 Q2	$10K	Hold	50	–	–	﹤0.01%	2531
2022 Q1	$10K	Buy	+50	New	+$8.24K	﹤0.01%	2681
2021 Q4	–	Sell	-500	Closed	-$103K	–	3353
2021 Q3	$103K	Buy	+500	New	+$98.2K	﹤0.01%	1536

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Steward Partners Investment Advisory's SWAV Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2023, closing a stake of 50 shares — an estimated $9.96K sold.

Steward Partners Investment Advisory first reported a position in SWAV in Q3 2021 and held it in 8 quarters. The position peaked at $175K in Q4 2022. 427 funds tracked by Wall St. Rank hold SWAV as of Q4 2023.

Steward Partners Investment Advisory reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 50 Shockwave Medical, Inc. Common Stock shares in Q4 2023, an estimated $9.96K.
Steward Partners Investment Advisory first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2021 and held it in 8 quarters.
Steward Partners Investment Advisory's Shockwave Medical, Inc. Common Stock position peaked at $175K in Q4 2022.
427 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.