WDG
SWAV

Wealth Dimensions Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Wealth Dimensions Group’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
Q2 		– Sell
-1,000
Closed -$207K – 135
2022
Q1 		$207K Buy
+1,000
New +$165K 0.1% 127
2021
Q4 		– Sell
-1,000
Closed -$206K – 133
2021
Q3 		$206K Buy
+1,000
New +$196K 0.13% 122

Other funds holding SWAV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Dimensions Group's SWAV Position: Q2 2022 in Review

Wealth Dimensions Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2022, closing a stake of 1,000 shares — an estimated $207K sold.

Wealth Dimensions Group first reported a position in SWAV in Q3 2021 and held it in 2 quarters. The position peaked at $207K in Q1 2022. 337 funds tracked by Wall St. Rank hold SWAV as of Q2 2022.

  • Wealth Dimensions Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Wealth Dimensions Group sold 1,000 Shockwave Medical, Inc. Common Stock shares in Q2 2022, an estimated $207K.
  • Wealth Dimensions Group first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2021 and held it in 2 quarters.
  • Wealth Dimensions Group's Shockwave Medical, Inc. Common Stock position peaked at $207K in Q1 2022.
  • 337 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2022.

Based on Wealth Dimensions Group's 13F filing for Q2 2022, filed 5 Aug 2022.