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

Mackenzie 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	-6,701	Closed	-$1.27M	–	1604
2023 Q3	$1.27M	Buy	6,701 +36	+0.5%	+$8.51K	﹤0.01%	800
2023 Q2	$1.86M	Buy	6,665 +77	+1%	+$21.4K	﹤0.01%	737
2023 Q1	$1.43M	Buy	6,588 +1,647	+33%	+$321K	﹤0.01%	789
2022 Q4	$1.02M	Buy	+4,941	New	+$1.25M	﹤0.01%	782
2022 Q2	–	Sell	-2,428	Closed	-$503K	–	1569
2022 Q1	$503K	Buy	2,428 +595	+32%	+$98.1K	﹤0.01%	993
2021 Q4	$327K	Sell	1,833 -75	-4%	-$14.8K	﹤0.01%	1109
2021 Q3	$393K	Buy	1,908 +766	+67%	+$150K	﹤0.01%	1039
2021 Q2	$217K	Buy	+1,142	New	+$187K	﹤0.01%	1154

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mackenzie Financial's SWAV Position: Q4 2023 in Review

Mackenzie Financial sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2023, closing a stake of 6,701 shares — an estimated $1.27M sold.

Mackenzie Financial first reported a position in SWAV in Q2 2021 and held it in 8 quarters. The position peaked at $1.86M in Q2 2023. 427 funds tracked by Wall St. Rank hold SWAV as of Q4 2023.

Mackenzie Financial reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Mackenzie Financial sold 6,701 Shockwave Medical, Inc. Common Stock shares in Q4 2023, an estimated $1.27M.
Mackenzie Financial first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2021 and held it in 8 quarters.
Mackenzie Financial's Shockwave Medical, Inc. Common Stock position peaked at $1.86M in Q2 2023.
427 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2023.

Based on Mackenzie Financial's 13F filing for Q4 2023, filed 30 Jan 2024.