AC
SWAV

Avestar Capital’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Avestar Capital’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
-1,082
Closed -$352K – 525
2024
Q1 		$352K Sell
1,082
-910
-46% -$223K 0.04% 304
2023
Q4 		$380K Buy
1,992
+1,770
+797% +$335K 0.04% 248
2023
Q3 		$44.2K Sell
222
-4
-2% -$946 0.01% 365
2023
Q2 		$64.5K Buy
+226
New +$62.8K 0.01% 329
2022
Q3 		– Sell
-508
Closed -$97K – 324
2022
Q2 		$97K Sell
508
-1,483
-74% -$262K 0.02% 275
2022
Q1 		$413K Buy
+1,991
New +$328K 0.07% 258
2021
Q4 		– Sell
-5,148
Closed -$1.06M – 518
2021
Q3 		$1.06M Buy
+5,148
New +$1.01M 0.14% 172

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

Avestar Capital's SWAV Position: Q2 2024 in Review

Avestar Capital sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,082 shares — an estimated $352K sold.

Avestar Capital first reported a position in SWAV in Q3 2021 and held it in 7 quarters. The position peaked at $1.06M in Q3 2021. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Avestar Capital reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Avestar Capital sold 1,082 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $352K.
  • Avestar Capital first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2021 and held it in 7 quarters.
  • Avestar Capital's Shockwave Medical, Inc. Common Stock position peaked at $1.06M in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Avestar Capital's 13F filing for Q2 2024, filed 8 Aug 2024.