SWM
SWAV

Sugarloaf Wealth Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Sugarloaf Wealth Management’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
Q4 		– Sell
-100
Closed -$21K – 789
2021
Q3 		$21K Buy
+100
New +$19.6K 0.01% 421

Other funds holding SWAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sugarloaf Wealth Management's SWAV Position: Q4 2021 in Review

Sugarloaf Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2021, closing a stake of 100 shares — an estimated $21K sold.

Sugarloaf Wealth Management first reported a position in SWAV in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 294 funds tracked by Wall St. Rank hold SWAV as of Q4 2021.

  • Sugarloaf Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 Shockwave Medical, Inc. Common Stock shares in Q4 2021, an estimated $21K.
  • Sugarloaf Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2021 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $21K in Q3 2021.
  • 294 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.