Hillsdale Investment Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Hillsdale Investment 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
2023 Q3	–	Sell	-10	Closed	-$2.85K	–	663
2023 Q2	$2.85K	Sell	10 -2,890	-100%	-$803K	﹤0.01%	530
2023 Q1	$629K	Hold	2,900	–	–	0.05%	264
2022 Q4	$596K	Sell	2,900 -300	-9%	-$75.9K	0.05%	282
2022 Q3	$890K	Sell	3,200 -1,500	-32%	-$381K	0.08%	173
2022 Q2	$898K	Sell	4,700 -1,000	-18%	-$177K	0.07%	192
2022 Q1	$1.18M	Hold	5,700	–	–	0.08%	186
2021 Q4	$1.02M	Hold	5,700	–	–	0.07%	247
2021 Q3	$1.17M	Sell	5,700 -1,000	-15%	-$196K	0.09%	190
2021 Q2	$1.27M	Buy	+6,700	New	+$1.1M	0.1%	185

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 $1.56T AUM 27.86% 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

Hillsdale Investment Management's SWAV Position: Q3 2023 in Review

Hillsdale Investment Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2023, closing a stake of 10 shares — an estimated $2.85K sold.

Hillsdale Investment Management first reported a position in SWAV in Q2 2021 and held it in 9 quarters. The position peaked at $1.27M in Q2 2021. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2023.

Hillsdale Investment Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Hillsdale Investment Management sold 10 Shockwave Medical, Inc. Common Stock shares in Q3 2023, an estimated $2.85K.
Hillsdale Investment Management first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2021 and held it in 9 quarters.
Hillsdale Investment Management's Shockwave Medical, Inc. Common Stock position peaked at $1.27M in Q2 2021.
412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2023.

Based on Hillsdale Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.