Weld Capital Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Weld Capital Management’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
2021 Q1	–	Sell	-3,309	Closed	-$343K	–	599
2020 Q4	$343K	Buy	+3,309	New	+$287K	0.14%	249
2020 Q3	–	Sell	-14,287	Closed	-$677K	–	689
2020 Q2	$677K	Buy	+14,287	New	+$589K	0.27%	131

Other funds holding SWAV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Weld Capital Management's SWAV Position: Q1 2021 in Review

Weld Capital Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2021, closing a stake of 3,309 shares — an estimated $343K sold.

Weld Capital Management first reported a position in SWAV in Q2 2020 and held it in 2 quarters. The position peaked at $677K in Q2 2020. 217 funds tracked by Wall St. Rank hold SWAV as of Q1 2021.

Weld Capital Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
Weld Capital Management sold 3,309 Shockwave Medical, Inc. Common Stock shares in Q1 2021, an estimated $343K.
Weld Capital Management first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2020 and held it in 2 quarters.
Weld Capital Management's Shockwave Medical, Inc. Common Stock position peaked at $677K in Q2 2020.
217 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.