KI
SWAV

Kula Investments’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Kula Investments’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
Q1 		– Sell
-3,509
Closed -$721K – 898
2022
Q4 		$721K Buy
+3,509
New +$887K 0.21% 113

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kula Investments's SWAV Position: Q1 2023 in Review

Kula Investments sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2023, closing a stake of 3,509 shares — an estimated $721K sold.

Kula Investments first reported a position in SWAV in Q4 2022 and held it in 1 quarter. The position peaked at $721K in Q4 2022. 381 funds tracked by Wall St. Rank hold SWAV as of Q1 2023.

  • Kula Investments reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 3,509 Shockwave Medical, Inc. Common Stock shares in Q1 2023, an estimated $721K.
  • Kula Investments first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Shockwave Medical, Inc. Common Stock position peaked at $721K in Q4 2022.
  • 381 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.