AWM
SWAV

Avior Wealth Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Avior Wealth Management’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
-135
Closed -$44K – 3896
2024
Q1 		$44K Buy
+135
New +$33.1K ﹤0.01% 1280
2023
Q3 		– Sell
-27
Closed -$6.38K – 1688
2023
Q2 		$7.71K Hold
27
– – ﹤0.01% 1070
2023
Q1 		$5.85K Buy
+27
New +$5.26K ﹤0.01% 1156

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 $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

Avior Wealth Management's SWAV Position: Q2 2024 in Review

Avior Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 135 shares — an estimated $44K sold.

Avior Wealth Management first reported a position in SWAV in Q1 2023 and held it in 3 quarters. The position peaked at $44K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Avior Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 135 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $44K.
  • Avior Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2023 and held it in 3 quarters.
  • Avior Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $44K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.