Dana Investment Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Dana Investment 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 Q2	–	Sell	-8,196	Closed	-$1.78M	–	420
2023 Q1	$1.78M	Buy	8,196 +1,547	+23%	+$301K	0.09%	152
2022 Q4	$1.37M	Buy	6,649 +1,123	+20%	+$284K	0.07%	196
2022 Q3	$1.54M	Sell	5,526 -2,862	-34%	-$728K	0.09%	154
2022 Q2	$1.6M	Sell	8,388 -441	-5%	-$77.8K	0.08%	159
2022 Q1	$1.83M	Buy	8,829 +446	+5%	+$73.5K	0.08%	142
2021 Q4	$1.5M	Buy	+8,383	New	+$1.65M	0.06%	184

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dana Investment Advisors's SWAV Position: Q2 2023 in Review

Dana Investment Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2023, closing a stake of 8,196 shares — an estimated $1.78M sold.

Dana Investment Advisors first reported a position in SWAV in Q4 2021 and held it in 6 quarters. The position peaked at $1.83M in Q1 2022. 460 funds tracked by Wall St. Rank hold SWAV as of Q2 2023.

Dana Investment Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Dana Investment Advisors sold 8,196 Shockwave Medical, Inc. Common Stock shares in Q2 2023, an estimated $1.78M.
Dana Investment Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2021 and held it in 6 quarters.
Dana Investment Advisors's Shockwave Medical, Inc. Common Stock position peaked at $1.83M in Q1 2022.
460 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2023.

Based on Dana Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.