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

Total Clarity 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
2023 Q3	–	Sell	-983	Closed	-$281K	–	244
2023 Q2	$281K	Buy	+983	New	+$273K	0.14%	162
2022 Q3	–	Sell	-100	Closed	-$19K	–	1022
2022 Q2	$19K	Buy	+100	New	+$17.7K	0.01%	564
2022 Q1	–	Sell	-191	Closed	-$34K	–	963
2021 Q4	$34K	Sell	191 -37	-16%	-$7.3K	0.02%	470
2021 Q3	$47K	Buy	+228	New	+$44.8K	0.02%	421
2020 Q1	–	Sell	-1,950	Closed	-$86K	–	659
2019 Q4	$86K	Buy	+1,950	New	+$72K	0.06%	199

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

Total Clarity Wealth Management's SWAV Position: Q3 2023 in Review

Total Clarity Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2023, closing a stake of 983 shares — an estimated $281K sold.

Total Clarity Wealth Management first reported a position in SWAV in Q4 2019 and held it in 5 quarters. The position peaked at $281K in Q2 2023. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2023.

Total Clarity Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 983 Shockwave Medical, Inc. Common Stock shares in Q3 2023, an estimated $281K.
Total Clarity Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $281K in Q2 2023.
412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2023.

Based on Total Clarity Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.