JCIA
SWAV

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

Jackson Creek 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
Q3 		– Sell
-3,229
Closed -$922K – 379
2023
Q2 		$922K Sell
3,229
-1,649
-34% -$458K 0.37% 129
2023
Q1 		$1.06M Buy
+4,878
New +$950K 0.44% 43

Other funds holding SWAV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Jackson Creek Investment Advisors's SWAV Position: Q3 2023 in Review

Jackson Creek Investment Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2023, closing a stake of 3,229 shares — an estimated $922K sold.

Jackson Creek Investment Advisors first reported a position in SWAV in Q1 2023 and held it in 2 quarters. The position peaked at $1.06M in Q1 2023. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2023.

  • Jackson Creek Investment Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 3,229 Shockwave Medical, Inc. Common Stock shares in Q3 2023, an estimated $922K.
  • Jackson Creek Investment Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Shockwave Medical, Inc. Common Stock position peaked at $1.06M in Q1 2023.
  • 412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.