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

Tiedemann 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 Q3	$2.82M	Sell	14,166 -17	-0.1%	-$4.02K	0.12%	66
2023 Q2	$4.05M	Buy	14,183 +17	+0.1%	+$4.72K	0.17%	55
2023 Q1	$3.07M	Hold	14,166	–	–	0.14%	60
2022 Q4	$2.91M	Hold	14,166	–	–	0.14%	61
2022 Q3	$3.94M	Hold	14,166	–	–	0.24%	46
2022 Q2	$2.71M	Hold	14,166	–	–	0.2%	59
2022 Q1	$2.94M	Hold	14,166	–	–	0.15%	69
2021 Q4	$2.53M	Hold	14,166	–	–	0.12%	79
2021 Q3	$2.92M	Hold	14,166	–	–	0.16%	70
2021 Q2	$2.69M	Hold	14,166	–	–	0.11%	92
2021 Q1	$1.84M	Hold	14,166	–	–	0.08%	108
2020 Q4	$1.47M	Sell	14,166 -10,461	-42%	-$906K	0.07%	121
2020 Q3	$1.87M	Buy	+24,627	New	+$1.4M	0.09%	132

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Tiedemann Advisors's SWAV Position: Q3 2023 in Review

Tiedemann Advisors reduced its Shockwave Medical, Inc. Common Stock (SWAV) stake by 0.12% in Q3 2023, selling an estimated $4.02K and leaving 14,166 shares worth $2.82M. The position accounts for 0.12% of the portfolio, ranked #66.

Tiedemann Advisors first reported a position in SWAV in Q3 2020 and has held it in 13 quarters since. The position peaked at $4.05M in Q2 2023. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2023.

Tiedemann Advisors held 14,166 shares of Shockwave Medical, Inc. Common Stock worth $2.82M as of Q3 2023.
Tiedemann Advisors sold 17 Shockwave Medical, Inc. Common Stock shares in Q3 2023, an estimated $4.02K.
Shockwave Medical, Inc. Common Stock made up 0.12% of Tiedemann Advisors's portfolio in Q3 2023, its #66 holding.
Tiedemann Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2020 and has held it in 13 quarters since.
Tiedemann Advisors's Shockwave Medical, Inc. Common Stock position peaked at $4.05M in Q2 2023.
412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.