AF
SWAV

Allworth Financial’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Allworth Financial’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
-86
Closed -$28K – 3822
2024
Q1 		$28K Buy
86
+3
+4% +$737 ﹤0.01% 1578
2023
Q4 		$15.8K Buy
83
+57
+219% +$10.8K ﹤0.01% 1769
2023
Q3 		$5.18K Buy
26
+6
+30% +$1.42K ﹤0.01% 2090
2023
Q2 		$5.71K Hold
20
– – ﹤0.01% 2047
2023
Q1 		$4.34K Buy
20
+2
+11% +$390 ﹤0.01% 2091
2022
Q4 		$3.7K Sell
18
-6
-25% -$1.52K ﹤0.01% 2019
2022
Q3 		$7K Buy
24
+15
+167% +$3.81K ﹤0.01% 1800
2022
Q2 		$2K Sell
9
-102
-92% -$18K ﹤0.01% 2054
2022
Q1 		$23K Buy
+111
New +$18.3K ﹤0.01% 1205
2021
Q4 		– Sell
-50
Closed -$10K – 2168
2021
Q3 		$10K Buy
+50
New +$9.82K ﹤0.01% 1359
2021
Q2 		– Sell
-100
Closed -$13K – 1686
2021
Q1 		$13K Hold
100
– – ﹤0.01% 922
2020
Q4 		$10K Hold
100
– – ﹤0.01% 854
2020
Q3 		$8K Hold
100
– – ﹤0.01% 772
2020
Q2 		$5K Buy
+100
New +$4.12K ﹤0.01% 885

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

Allworth Financial's SWAV Position: Q2 2024 in Review

Allworth Financial sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 86 shares — an estimated $28K sold.

Allworth Financial first reported a position in SWAV in Q2 2020 and held it in 14 quarters. The position peaked at $28K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Allworth Financial reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Allworth Financial sold 86 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $28K.
  • Allworth Financial first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2020 and held it in 14 quarters.
  • Allworth Financial's Shockwave Medical, Inc. Common Stock position peaked at $28K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.