ATC
SWAV

Adirondack Trust Company’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Adirondack Trust Company’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
2024
Q2 		– Sell
-127
Closed -$41.4K – 508
2024
Q1 		$41.4K Hold
127
– – 0.02% 259
2023
Q4 		$33.1K Hold
127
– – 0.01% 265
2023
Q3 		$25.3K Hold
127
– – 0.01% 265
2023
Q2 		$33.1K Hold
127
– – 0.02% 236
2023
Q1 		$27.5K Hold
127
– – 0.01% 243
2022
Q4 		$26.1K Hold
127
– – 0.01% 243
2022
Q3 		$35K Hold
127
– – 0.02% 222
2022
Q2 		$24K Hold
127
– – 0.01% 234
2022
Q1 		$26K Hold
127
– – 0.01% 233
2021
Q4 		$23K Hold
127
– – 0.01% 242
2021
Q3 		$27K Hold
127
– – 0.01% 230
2021
Q2 		$24K Hold
127
– – 0.01% 240
2021
Q1 		$17K Hold
127
– – 0.01% 260
2020
Q4 		$15K Hold
127
– – 0.01% 258
2020
Q3 		$10K Hold
127
– – 0.01% 250
2020
Q2 		$6K Hold
127
– – ﹤0.01% 283
2020
Q1 		$4K Hold
127
– – ﹤0.01% 293
2019
Q4 		$6K Hold
127
– – ﹤0.01% 286
2019
Q3 		$4K Hold
127
– – ﹤0.01% 309
2019
Q2 		$7K Hold
127
– – ﹤0.01% 285
2019
Q1 		$5K Buy
+127
New +$4.22K ﹤0.01% 294

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Adirondack Trust Company's SWAV Position: Q2 2024 in Review

Adirondack Trust Company sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 127 shares — an estimated $41.4K sold.

Adirondack Trust Company first reported a position in SWAV in Q1 2019 and held it in 21 quarters. The position peaked at $41.4K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Adirondack Trust Company reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Adirondack Trust Company sold 127 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $41.4K.
  • Adirondack Trust Company first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2019 and held it in 21 quarters.
  • Adirondack Trust Company's Shockwave Medical, Inc. Common Stock position peaked at $41.4K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Adirondack Trust Company's 13F filing for Q2 2024, filed 9 Jul 2024.