AMI Asset Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

AMI Asset Management’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	-16,944	Closed	-$5.52M	–	89
2024 Q1	$5.52M	Sell	16,944 -4,532	-21%	-$1.11M	0.28%	36
2023 Q4	$4.09M	Buy	+21,476	New	+$4.06M	0.22%	49

Other funds holding SWAV

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AMI Asset Management's SWAV Position: Q2 2024 in Review

AMI Asset Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 16,944 shares — an estimated $5.52M sold.

AMI Asset Management first reported a position in SWAV in Q4 2023 and held it in 2 quarters. The position peaked at $5.52M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

AMI Asset Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
AMI Asset Management sold 16,944 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $5.52M.
AMI Asset Management first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2023 and held it in 2 quarters.
AMI Asset Management's Shockwave Medical, Inc. Common Stock position peaked at $5.52M in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on AMI Asset Management's 13F filing for Q2 2024, filed 25 Jul 2024.