TA
SWAV

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

Tactive 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
2024
Q1 		$261K Buy
+800
New +$196K 0.14% 108
2023
Q3 		– Sell
-840
Closed -$240K – 92
2023
Q2 		$240K Buy
+840
New +$233K 0.18% 62

Other funds holding SWAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Tactive Advisors's SWAV Position: Q1 2024 in Review

Tactive Advisors opened a new position in Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2024: 800 shares worth $261K. The stake represents 0.14% of the portfolio and ranks #108 among its holdings. This is a return to the name: Tactive Advisors previously reported a position in SWAV as recently as Q2 2023.

Tactive Advisors first reported a position in SWAV in Q2 2023 and has held it in 2 quarters since. 488 funds tracked by Wall St. Rank hold SWAV as of Q1 2024.

  • Tactive Advisors held 800 shares of Shockwave Medical, Inc. Common Stock worth $261K as of Q1 2024.
  • Shockwave Medical, Inc. Common Stock was a new Tactive Advisors position in Q1 2024.
  • Shockwave Medical, Inc. Common Stock made up 0.14% of Tactive Advisors's portfolio in Q1 2024, its #108 holding.
  • Tactive Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2023 and has held it in 2 quarters since.
  • 488 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2024.

Based on Tactive Advisors's 13F filing for Q1 2024, filed 4 Jun 2024.