WMA
SWAV

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

Wealth Management Associates’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
2024
Q1 		– Sell
-2,210
Closed -$421K – 222
2023
Q4 		$421K Buy
2,210
+25
+1% +$4.72K 0.22% 95
2023
Q3 		$435K Buy
2,185
+70
+3% +$16.6K 0.25% 85
2023
Q2 		$604K Hold
2,115
– – 0.34% 67
2023
Q1 		$459K Hold
2,115
– – 0.28% 83
2022
Q4 		$435K Hold
2,115
– – 0.29% 78
2022
Q3 		$588K Hold
2,115
– – 0.41% 62
2022
Q2 		$404K Sell
2,115
-15
-0.7% -$2.65K 0.28% 96
2022
Q1 		$442K Buy
2,130
+30
+1% +$4.95K 0.25% 105
2021
Q4 		$374K Hold
2,100
– – 0.2% 129
2021
Q3 		$432K Hold
2,100
– – 0.25% 104
2021
Q2 		$398K Sell
2,100
-100
-5% -$16.4K 0.23% 122
2021
Q1 		$287K Sell
2,200
-3,392
-61% -$407K 0.18% 134
2020
Q4 		$580K Hold
5,592
– – 0.38% 63
2020
Q3 		$424K Buy
5,592
+140
+3% +$7.94K 0.33% 71
2020
Q2 		$258K Buy
+5,452
New +$225K 0.22% 110

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealth Management Associates's SWAV Position: Q1 2024 in Review

Wealth Management Associates sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2024, closing a stake of 2,210 shares — an estimated $421K sold.

Wealth Management Associates first reported a position in SWAV in Q2 2020 and held it in 15 quarters. The position peaked at $604K in Q2 2023. 488 funds tracked by Wall St. Rank hold SWAV as of Q1 2024.

  • Wealth Management Associates reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Wealth Management Associates sold 2,210 Shockwave Medical, Inc. Common Stock shares in Q1 2024, an estimated $421K.
  • Wealth Management Associates first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2020 and held it in 15 quarters.
  • Wealth Management Associates's Shockwave Medical, Inc. Common Stock position peaked at $604K in Q2 2023.
  • 488 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2024.

Based on Wealth Management Associates's 13F filing for Q1 2024, filed 28 May 2025.