AWS
SWAV

Atria Wealth Solutions’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Atria Wealth Solutions’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
-1,775
Closed -$578K – 2096
2024
Q1 		$578K Hold
1,775
– – 0.01% 1194
2023
Q4 		$338K Sell
1,775
-200
-10% -$37.8K ﹤0.01% 1418
2023
Q3 		$393K Sell
1,975
-175
-8% -$41.4K 0.01% 1250
2023
Q2 		$614K Sell
2,150
-162
-7% -$45K 0.01% 1059
2023
Q1 		$501K Sell
2,312
-438
-16% -$85.3K 0.01% 1137
2022
Q4 		$565K Sell
2,750
-500
-15% -$126K 0.01% 1011
2022
Q3 		$904K Buy
+3,250
New +$826K 0.02% 751
2022
Q2 		– Sell
-3,583
Closed -$743K – 1923
2022
Q1 		$743K Buy
+3,583
New +$591K 0.01% 858

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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 $85.1B AUM 27.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Atria Wealth Solutions's SWAV Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,775 shares — an estimated $578K sold.

Atria Wealth Solutions first reported a position in SWAV in Q1 2022 and held it in 8 quarters. The position peaked at $904K in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,775 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $578K.
  • Atria Wealth Solutions first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's Shockwave Medical, Inc. Common Stock position peaked at $904K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.