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

Lee 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 Q1	–	Sell	-6	Closed	-$1.23K	–	978
2022 Q4	$1.23K	Hold	6	–	–	﹤0.01%	762
2022 Q3	$2K	Buy	6 +5	+500%	+$1.27K	﹤0.01%	724
2022 Q2	$0	Buy	+1	New	+$177	﹤0.01%	1031
2022 Q1	–	Sell	-4	Closed	-$1K	–	991
2021 Q4	$1K	Buy	+4	New	+$789	﹤0.01%	887

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lee Financial's SWAV Position: Q1 2023 in Review

Lee Financial sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q1 2023, closing a stake of 6 shares — an estimated $1.23K sold.

Lee Financial first reported a position in SWAV in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 381 funds tracked by Wall St. Rank hold SWAV as of Q1 2023.

Lee Financial reported no remaining Shockwave Medical, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 6 Shockwave Medical, Inc. Common Stock shares in Q1 2023, an estimated $1.23K.
Lee Financial first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2021 and held it in 4 quarters.
Lee Financial's Shockwave Medical, Inc. Common Stock position peaked at $2K in Q3 2022.
381 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.