Sutton Wealth Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-2	Closed	-$411	–	1633
2022 Q4	$411	Sell	2 -1	-33%	-$253	﹤0.01%	1523
2022 Q3	$834	Buy	+3	New	+$763	﹤0.01%	1340

Other funds holding SWAV

BlackRock New York $5.72T AUM 30.48% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's SWAV Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2023, closing a stake of 2 shares — an estimated $411 sold.

Sutton Wealth Advisors first reported a position in SWAV in Q3 2022 and held it in 2 quarters. The position peaked at $834 in Q3 2022. 381 funds tracked by Wall St. Rank hold SWAV as of Q1 2023.

Sutton Wealth Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 2 Shockwave Medical, Inc. Common Stock shares in Q1 2023, an estimated $411.
Sutton Wealth Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2022 and held it in 2 quarters.
Sutton Wealth Advisors's Shockwave Medical, Inc. Common Stock position peaked at $834 in Q3 2022.
381 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.