JF
SWAV

Jump Financial’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Jump Financial’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
Q4 		– Sell
-15,005
Closed -$2.99M – 2370
2023
Q3 		$2.99M Buy
15,005
+13,272
+766% +$3.14M 0.11% 237
2023
Q2 		$495K Sell
1,733
-21,267
-92% -$5.91M 0.02% 1033
2023
Q1 		$4.99M Sell
23,000
-1,141
-5% -$222K 0.2% 152
2022
Q4 		$4.96M Buy
24,141
+3,098
+15% +$783K 0.26% 96
2022
Q3 		$5.85M Sell
21,043
-367
-2% -$93.3K 0.23% 122
2022
Q2 		$4.09M Buy
+21,410
New +$3.78M 0.18% 156
2021
Q3 		– Sell
-3,853
Closed -$731K – 1595
2021
Q2 		$731K Sell
3,853
-5,551
-59% -$908K 0.07% 352
2021
Q1 		$1.23M Buy
9,404
+7,304
+348% +$876K 0.11% 193
2020
Q4 		$218K Buy
+2,100
New +$182K 0.04% 741

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jump Financial's SWAV Position: Q4 2023 in Review

Jump Financial sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2023, closing a stake of 15,005 shares — an estimated $2.99M sold.

Jump Financial first reported a position in SWAV in Q4 2020 and held it in 9 quarters. The position peaked at $5.85M in Q3 2022. 427 funds tracked by Wall St. Rank hold SWAV as of Q4 2023.

  • Jump Financial reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Jump Financial sold 15,005 Shockwave Medical, Inc. Common Stock shares in Q4 2023, an estimated $2.99M.
  • Jump Financial first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2020 and held it in 9 quarters.
  • Jump Financial's Shockwave Medical, Inc. Common Stock position peaked at $5.85M in Q3 2022.
  • 427 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2023.

Based on Jump Financial's 13F filing for Q4 2023, filed 7 Feb 2024.