AWAP
SWAV

Alliance Wealth Advisors (Pennsylvania)’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
-908
Closed -$296K – 140
2024
Q1 		$296K Buy
+908
New +$223K 0.19% 108
2022
Q3 		– Sell
-1,156
Closed -$221K – 113
2022
Q2 		$221K Buy
+1,156
New +$204K 0.19% 102
2021
Q1 		– Sell
-2,460
Closed -$255K – 116
2020
Q4 		$255K Buy
+2,460
New +$213K 0.27% 86

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 $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s SWAV Position: Q2 2024 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 908 shares — an estimated $296K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in SWAV in Q4 2020 and held it in 3 quarters. The position peaked at $296K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Alliance Wealth Advisors (Pennsylvania) reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Alliance Wealth Advisors (Pennsylvania) sold 908 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $296K.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2020 and held it in 3 quarters.
  • Alliance Wealth Advisors (Pennsylvania)'s Shockwave Medical, Inc. Common Stock position peaked at $296K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2024, filed 17 Jul 2024.