Oakworth Capital’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Oakworth Capital’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	-70	Closed	-$20K	–	653
2023 Q2	$20K	Buy	+70	New	+$19.4K	﹤0.01%	387
2022 Q3	–	Sell	-113	Closed	-$22K	–	581
2022 Q2	$22K	Hold	113	–	–	﹤0.01%	377
2022 Q1	$23K	Hold	113	–	–	﹤0.01%	373
2021 Q4	$20K	Hold	113	–	–	﹤0.01%	423
2021 Q3	$23K	Buy	+113	New	+$22.2K	﹤0.01%	394

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

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

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

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

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Oakworth Capital's SWAV Position: Q3 2023 in Review

Oakworth Capital sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2023, closing a stake of 70 shares — an estimated $20K sold.

Oakworth Capital first reported a position in SWAV in Q3 2021 and held it in 5 quarters. The position peaked at $23K in Q1 2022. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2023.

Oakworth Capital reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Oakworth Capital sold 70 Shockwave Medical, Inc. Common Stock shares in Q3 2023, an estimated $20K.
Oakworth Capital first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2021 and held it in 5 quarters.
Oakworth Capital's Shockwave Medical, Inc. Common Stock position peaked at $23K in Q1 2022.
412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2023.

Based on Oakworth Capital's 13F filing for Q3 2023, filed 31 Oct 2023.