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
-1,000
Closed -$326K – 524
2024
Q1 		$326K Buy
+1,000
New +$246K 0.03% 325
2023
Q4 		– Sell
-900
Closed -$179K – 446
2023
Q3 		$179K Buy
900
+200
+29% +$47.3K 0.03% 340
2023
Q2 		$200K Buy
+700
New +$194K 0.03% 308
2022
Q3 		– Sell
-800
Closed -$153K – 323
2022
Q2 		$153K Buy
+800
New +$141K 0.04% 265

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 $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.