Empowered Funds’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Empowered Funds’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 Q1	–	Sell	-11,317	Closed	-$2.33M	–	748
2022 Q4	$2.33M	Buy	+11,317	New	+$2.86M	0.15%	178
2022 Q1	–	Sell	-10,011	Closed	-$1.78M	–	315
2021 Q4	$1.78M	Buy	10,011 +1,536	+18%	+$303K	0.2%	119
2021 Q3	$1.75M	Sell	8,475 -2,170	-20%	-$426K	0.22%	97
2021 Q2	$2.02M	Buy	+10,645	New	+$1.74M	0.26%	103

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Norges Bank Oslo, Norway $935B AUM

Empowered Funds's SWAV Position: Q1 2023 in Review

Empowered Funds sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2023, closing a stake of 11,317 shares — an estimated $2.33M sold.

Empowered Funds first reported a position in SWAV in Q2 2021 and held it in 4 quarters. The position peaked at $2.33M in Q4 2022. 381 funds tracked by Wall St. Rank hold SWAV as of Q1 2023.

Empowered Funds reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Empowered Funds sold 11,317 Shockwave Medical, Inc. Common Stock shares in Q1 2023, an estimated $2.33M.
Empowered Funds first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2021 and held it in 4 quarters.
Empowered Funds's Shockwave Medical, Inc. Common Stock position peaked at $2.33M in Q4 2022.
381 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2023.

Based on Empowered Funds's 13F filing for Q1 2023, filed 5 Apr 2023.