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

TCI 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 Q2	–	Sell	-90	Closed	-$19.5K	–	2411
2023 Q1	$19.5K	Hold	90	–	–	﹤0.01%	718
2022 Q4	$18.5K	Sell	90 -14	-13%	-$3.54K	﹤0.01%	733
2022 Q3	$29K	Buy	104 +14	+16%	+$3.56K	﹤0.01%	529
2022 Q2	$17K	Hold	90	–	–	﹤0.01%	721
2022 Q1	$19K	Sell	90 -63	-41%	-$10.4K	﹤0.01%	730
2021 Q4	$27K	Buy	153 +36	+31%	+$7.1K	﹤0.01%	583
2021 Q3	$24K	Buy	117 +27	+30%	+$5.3K	﹤0.01%	621
2021 Q2	$17K	Buy	90 +37	+70%	+$6.05K	﹤0.01%	676
2021 Q1	$7K	Buy	53 +43	+430%	+$5.16K	﹤0.01%	1097
2020 Q4	$1K	Sell	10 -13	-57%	-$1.13K	﹤0.01%	1490
2020 Q3	$2K	Hold	23	–	–	﹤0.01%	1212
2020 Q2	$1K	Sell	23 -91	-80%	-$3.75K	﹤0.01%	1397
2020 Q1	$4K	Hold	114	–	–	﹤0.01%	807
2019 Q4	$5K	Buy	114 +13	+13%	+$480	﹤0.01%	877
2019 Q3	$3K	Buy	+101	New	+$4.29K	﹤0.01%	1005

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

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TCI Wealth Advisors's SWAV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2023, closing a stake of 90 shares — an estimated $19.5K sold.

TCI Wealth Advisors first reported a position in SWAV in Q3 2019 and held it in 15 quarters. The position peaked at $29K in Q3 2022. 460 funds tracked by Wall St. Rank hold SWAV as of Q2 2023.

TCI Wealth Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 90 Shockwave Medical, Inc. Common Stock shares in Q2 2023, an estimated $19.5K.
TCI Wealth Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2019 and held it in 15 quarters.
TCI Wealth Advisors's Shockwave Medical, Inc. Common Stock position peaked at $29K in Q3 2022.
460 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.