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
2023 Q4	–	Sell	-1,000	Closed	-$199K	–	447
2023 Q3	$199K	Hold	1,000	–	–	0.03%	334
2023 Q2	$285K	Buy	+1,000	New	+$278K	0.05%	240

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

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.