Wagner Wealth Management (South Carolina)’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-72	Closed	-$20K	–	719
2022 Q3	$20K	Hold	72	–	–	0.01%	319
2022 Q2	$14K	Buy	+72	New	+$12.7K	0.01%	396
2022 Q1	–	Sell	-72	Closed	-$13K	–	682
2021 Q4	$13K	Hold	72	–	–	0.01%	461
2021 Q3	$15K	Hold	72	–	–	0.01%	416
2021 Q2	$14K	Hold	72	–	–	0.01%	446
2021 Q1	$9K	Buy	+72	New	+$8.64K	0.01%	481

Other funds holding SWAV

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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

Wagner Wealth Management (South Carolina)'s SWAV Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2022, closing a stake of 72 shares — an estimated $20K sold.

Wagner Wealth Management (South Carolina) first reported a position in SWAV in Q1 2021 and held it in 6 quarters. The position peaked at $20K in Q3 2022. 415 funds tracked by Wall St. Rank hold SWAV as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 72 Shockwave Medical, Inc. Common Stock shares in Q4 2022, an estimated $20K.
Wagner Wealth Management (South Carolina) first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Shockwave Medical, Inc. Common Stock position peaked at $20K in Q3 2022.
415 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.