ASN
SWAV

Advisory Services Network’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Advisory Services Network’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
-7,167
Closed -$2.33M – 1615
2024
Q1 		$2.33M Buy
7,167
+768
+12% +$189K 0.05% 404
2023
Q4 		$1.22M Sell
6,399
-770
-11% -$146K 0.03% 565
2023
Q3 		$1.43M Buy
7,169
+440
+7% +$104K 0.04% 522
2023
Q2 		$1.92M Buy
6,729
+5,814
+635% +$1.61M 0.05% 422
2023
Q1 		$198K Buy
915
+660
+259% +$129K 0.01% 1304
2022
Q4 		$52.4K Buy
+255
New +$64.5K ﹤0.01% 1950
2021
Q3 		– Sell
-100
Closed -$19K – 3393
2021
Q2 		$19K Buy
+100
New +$16.4K ﹤0.01% 2535
2021
Q1 		– Sell
-100
Closed -$10K – 3085
2020
Q4 		$10K Hold
100
– – ﹤0.01% 2451
2020
Q3 		$8K Buy
+100
New +$5.67K ﹤0.01% 2591
2020
Q2 		– Sell
-100
Closed -$3K – 2869
2020
Q1 		$3K Sell
100
-296
-75% -$11.8K ﹤0.01% 2690
2019
Q4 		$17K Hold
396
– – ﹤0.01% 2113
2019
Q3 		$23K Hold
396
– – ﹤0.01% 1766
2019
Q2 		$23K Sell
396
-395
-50% -$19.2K ﹤0.01% 1764
2019
Q1 		$26K Buy
+791
New +$26.3K ﹤0.01% 1510

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

Advisory Services Network's SWAV Position: Q2 2024 in Review

Advisory Services Network sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 7,167 shares — an estimated $2.33M sold.

Advisory Services Network first reported a position in SWAV in Q1 2019 and held it in 14 quarters. The position peaked at $2.33M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Advisory Services Network reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Advisory Services Network sold 7,167 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $2.33M.
  • Advisory Services Network first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2019 and held it in 14 quarters.
  • Advisory Services Network's Shockwave Medical, Inc. Common Stock position peaked at $2.33M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Advisory Services Network's 13F filing for Q2 2024, filed 13 Aug 2024.