AB
SWAV

Amalgamated Bank’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Amalgamated Bank’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
-20,486
Closed -$6.67M – 3165
2024
Q1 		$6.67M Sell
20,486
-4,518
-18% -$1.11M 0.06% 324
2023
Q4 		$4.76M Sell
25,004
-2,054
-8% -$388K 0.04% 497
2023
Q3 		$5.39M Buy
27,058
+807
+3% +$191K 0.05% 401
2023
Q2 		$7.49M Buy
26,251
+2,093
+9% +$581K 0.06% 283
2023
Q1 		$5.24M Sell
24,158
-1,274
-5% -$248K 0.04% 401
2022
Q4 		$5.23M Buy
25,432
+94
+0.4% +$23.8K 0.05% 447
2022
Q3 		$7.05M Buy
25,338
+1,012
+4% +$257K 0.07% 263
2022
Q2 		$4.65M Buy
24,326
+18,846
+344% +$3.33M 0.04% 454
2022
Q1 		$1.14M Sell
5,480
-459
-8% -$75.7K 0.01% 1145
2021
Q4 		$1.06M Sell
5,939
-65
-1% -$12.8K 0.01% 1203
2021
Q3 		$1.24M Sell
6,004
-368
-6% -$72.3K 0.01% 1143
2021
Q2 		$1.21M Buy
6,372
+2,321
+57% +$380K 0.01% 1199
2021
Q1 		$528K Sell
4,051
-395
-9% -$47.4K 0.02% 946
2020
Q4 		$461K Buy
4,446
+23
+0.5% +$1.99K 0.02% 1011
2020
Q3 		$335K Buy
4,423
+160
+4% +$9.07K 0.01% 1065
2020
Q2 		$202K Buy
+4,263
New +$176K 0.01% 1299
2020
Q1 		– Sell
-4,632
Closed -$203K – 1804
2019
Q4 		$203K Buy
+4,632
New +$171K ﹤0.01% 1634

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

Amalgamated Bank's SWAV Position: Q2 2024 in Review

Amalgamated Bank sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 20,486 shares — an estimated $6.67M sold.

Amalgamated Bank first reported a position in SWAV in Q4 2019 and held it in 17 quarters. The position peaked at $7.49M in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Amalgamated Bank reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Amalgamated Bank sold 20,486 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $6.67M.
  • Amalgamated Bank first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2019 and held it in 17 quarters.
  • Amalgamated Bank's Shockwave Medical, Inc. Common Stock position peaked at $7.49M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Amalgamated Bank's 13F filing for Q2 2024, filed 12 Aug 2024.