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

Arlington Financial Advisors’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	-1,725	Closed	-$562K	–	78
2024 Q1	$562K	Hold	1,725	–	–	0.12%	54
2023 Q4	$329K	Buy	+1,725	New	+$326K	0.1%	70
2023 Q3	–	Sell	-1,001	Closed	-$286K	–	63
2023 Q2	$286K	Hold	1,001	–	–	0.1%	51
2023 Q1	$217K	Hold	1,001	–	–	0.08%	56
2022 Q4	$206K	Buy	1,001 +1	+0.1%	+$253	0.09%	61
2022 Q3	$278K	Buy	+1,000	New	+$254K	0.14%	46
2022 Q2	–	Sell	-1,000	Closed	-$207K	–	55
2022 Q1	$207K	Sell	1,000 -500	-33%	-$82.4K	0.08%	52
2021 Q4	$267K	Hold	1,500	–	–	0.09%	66
2021 Q3	$309K	Hold	1,500	–	–	0.12%	52
2021 Q2	$285K	Buy	+1,500	New	+$245K	0.11%	53

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 $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 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

Arlington Financial Advisors's SWAV Position: Q2 2024 in Review

Arlington Financial Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,725 shares — an estimated $562K sold.

Arlington Financial Advisors first reported a position in SWAV in Q2 2021 and held it in 10 quarters. The position peaked at $562K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Arlington Financial Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Arlington Financial Advisors sold 1,725 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $562K.
Arlington Financial Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2021 and held it in 10 quarters.
Arlington Financial Advisors's Shockwave Medical, Inc. Common Stock position peaked at $562K in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Arlington Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.