Toth Financial Advisory’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Toth Financial Advisory’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	-825	Closed	-$235K	–	861
2023 Q2	$235K	Buy	+825	New	+$229K	0.03%	186

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

Toth Financial Advisory's SWAV Position: Q3 2023 in Review

Toth Financial Advisory sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2023, closing a stake of 825 shares — an estimated $235K sold.

Toth Financial Advisory first reported a position in SWAV in Q2 2023 and held it in 1 quarter. The position peaked at $235K in Q2 2023. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2023.

Toth Financial Advisory reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Toth Financial Advisory sold 825 Shockwave Medical, Inc. Common Stock shares in Q3 2023, an estimated $235K.
Toth Financial Advisory first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2023 and held it in 1 quarter.
Toth Financial Advisory's Shockwave Medical, Inc. Common Stock position peaked at $235K in Q2 2023.
412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.