U.S. Capital Wealth Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

U.S. Capital 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 Q1	–	Sell	-20	Closed	-$4.11K	–	1587
2022 Q4	$4.11K	Buy	+20	New	+$5.06K	﹤0.01%	1413

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

U.S. Capital Wealth Advisors's SWAV Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2023, closing a stake of 20 shares — an estimated $4.11K sold.

U.S. Capital Wealth Advisors first reported a position in SWAV in Q4 2022 and held it in 1 quarter. The position peaked at $4.11K in Q4 2022. 381 funds tracked by Wall St. Rank hold SWAV as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 20 Shockwave Medical, Inc. Common Stock shares in Q1 2023, an estimated $4.11K.
U.S. Capital Wealth Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Shockwave Medical, Inc. Common Stock position peaked at $4.11K in Q4 2022.
381 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.