Harel Insurance Investments & Financial Services’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Harel Insurance Investments & Financial Services’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 Q3	–	Sell	-5,959	Closed	-$1.7M	–	793
2023 Q2	$1.7M	Buy	+5,959	New	+$1.65M	0.04%	111
2020 Q4	–	Sell	-721	Closed	-$55K	–	796
2020 Q3	$55K	Sell	721 -924	-56%	-$52.4K	﹤0.01%	448
2020 Q2	$78K	Buy	1,645 +845	+106%	+$34.8K	﹤0.01%	354
2020 Q1	$27K	Buy	+800	New	+$31.8K	﹤0.01%	317

Other funds holding SWAV

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SWAV Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2023, closing a stake of 5,959 shares — an estimated $1.7M sold.

Harel Insurance Investments & Financial Services first reported a position in SWAV in Q1 2020 and held it in 4 quarters. The position peaked at $1.7M in Q2 2023. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2023.

Harel Insurance Investments & Financial Services reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 5,959 Shockwave Medical, Inc. Common Stock shares in Q3 2023, an estimated $1.7M.
Harel Insurance Investments & Financial Services first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2020 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's Shockwave Medical, Inc. Common Stock position peaked at $1.7M in Q2 2023.
412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.