Horan Securities’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Horan Securities’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	-90	Closed	-$25.7K	–	710
2023 Q2	$25.7K	Hold	90	–	–	0.01%	294
2023 Q1	$19.5K	Hold	90	–	–	0.01%	310
2022 Q4	$18.5K	Hold	90	–	–	0.01%	304
2022 Q3	$25K	Hold	90	–	–	0.02%	250
2022 Q2	$19K	Hold	90	–	–	0.01%	264
2022 Q1	$19K	Hold	90	–	–	0.01%	256
2021 Q4	$16K	Buy	+90	New	+$17.8K	0.01%	274
2020 Q3	–	Sell	-401	Closed	-$19K	–	405
2020 Q2	$19K	Hold	401	–	–	0.02%	131
2020 Q1	$13K	Buy	+401	New	+$15.9K	0.02%	123
2019 Q4	–	Sell	-401	Closed	-$12K	–	239
2019 Q3	$12K	Hold	401	–	–	0.01%	147
2019 Q2	$23K	Buy	+401	New	+$19.5K	0.03%	115

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

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

Horan Securities's SWAV Position: Q3 2023 in Review

Horan Securities sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2023, closing a stake of 90 shares — an estimated $25.7K sold.

Horan Securities first reported a position in SWAV in Q2 2019 and held it in 11 quarters. The position peaked at $25.7K in Q2 2023. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2023.

Horan Securities reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 90 Shockwave Medical, Inc. Common Stock shares in Q3 2023, an estimated $25.7K.
Horan Securities first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2019 and held it in 11 quarters.
Horan Securities's Shockwave Medical, Inc. Common Stock position peaked at $25.7K in Q2 2023.
412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.