Zacks Investment Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Zacks Investment Management’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	-1,485	Closed	-$296K	–	693
2023 Q3	$296K	Sell	1,485 -7,682	-84%	-$1.82M	﹤0.01%	514
2023 Q2	$2.62M	Sell	9,167 -456	-5%	-$127K	0.03%	253
2023 Q1	$2.09M	Buy	9,623 +2,307	+32%	+$450K	0.03%	279
2022 Q4	$1.5M	Sell	7,316 -106	-1%	-$26.8K	0.02%	307
2022 Q3	$2.06M	Buy	7,422 +2,684	+57%	+$683K	0.03%	262
2022 Q2	$906K	Buy	+4,738	New	+$836K	0.01%	350

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

Zacks Investment Management's SWAV Position: Q4 2023 in Review

Zacks Investment Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2023, closing a stake of 1,485 shares — an estimated $296K sold.

Zacks Investment Management first reported a position in SWAV in Q2 2022 and held it in 6 quarters. The position peaked at $2.62M in Q2 2023. 427 funds tracked by Wall St. Rank hold SWAV as of Q4 2023.

Zacks Investment Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Zacks Investment Management sold 1,485 Shockwave Medical, Inc. Common Stock shares in Q4 2023, an estimated $296K.
Zacks Investment Management first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2022 and held it in 6 quarters.
Zacks Investment Management's Shockwave Medical, Inc. Common Stock position peaked at $2.62M in Q2 2023.
427 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.