AIP
SWAV

Ameritas Investment Partners’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Ameritas Investment Partners’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
-8,147
Closed -$2.65M – 3284
2024
Q1 		$2.65M Hold
8,147
– – 0.09% 231
2023
Q4 		$1.55M Sell
8,147
-95
-1% -$18K 0.06% 419
2023
Q3 		$1.64M Sell
8,242
-904
-10% -$214K 0.07% 333
2023
Q2 		$2.61M Sell
9,146
-2,861
-24% -$795K 0.1% 203
2023
Q1 		$2.6M Sell
12,007
-136
-1% -$26.5K 0.1% 203
2022
Q4 		$2.15M Buy
12,143
+153
+1% +$38.7K 0.09% 255
2022
Q3 		$3.33M Sell
11,990
-252
-2% -$64.1K 0.15% 125
2022
Q2 		$2.34M Buy
12,242
+9,605
+364% +$1.7M 0.1% 202
2022
Q1 		$547K Hold
2,637
– – 0.02% 778
2021
Q4 		$470K Hold
2,637
– – 0.02% 826
2021
Q3 		$543K Sell
2,637
-9
-0.3% -$1.77K 0.02% 774
2021
Q2 		$502K Buy
2,646
+332
+14% +$54.3K 0.02% 795
2021
Q1 		$301K Sell
2,314
-131
-5% -$15.7K 0.01% 943
2020
Q4 		$254K Hold
2,445
– – 0.01% 1010
2020
Q3 		$185K Buy
2,445
+255
+12% +$14.5K 0.01% 1081
2020
Q2 		$104K Hold
2,190
– – 0.01% 1387
2020
Q1 		$73K Hold
2,190
– – ﹤0.01% 1447
2019
Q4 		$96K Buy
2,190
+1,607
+276% +$59.4K ﹤0.01% 1541
2019
Q3 		$17K Hold
583
– – ﹤0.01% 2489
2019
Q2 		$33K Buy
+583
New +$28.3K ﹤0.01% 2154

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

Ameritas Investment Partners's SWAV Position: Q2 2024 in Review

Ameritas Investment Partners sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 8,147 shares — an estimated $2.65M sold.

Ameritas Investment Partners first reported a position in SWAV in Q2 2019 and held it in 20 quarters. The position peaked at $3.33M in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Ameritas Investment Partners reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Ameritas Investment Partners sold 8,147 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $2.65M.
  • Ameritas Investment Partners first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2019 and held it in 20 quarters.
  • Ameritas Investment Partners's Shockwave Medical, Inc. Common Stock position peaked at $3.33M in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Ameritas Investment Partners's 13F filing for Q2 2024, filed 13 Aug 2024.