BMSSC
SWAV

B. Metzler seel. Sohn & Co’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

B. Metzler seel. Sohn & Co’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
-7,551
Closed -$2.46M – 787
2024
Q1 		$2.46M Hold
7,551
– – 0.03% 338
2023
Q4 		$1.44M Buy
7,551
+895
+13% +$169K 0.02% 430
2023
Q3 		$1.33M Sell
6,656
-5,820
-47% -$1.38M 0.02% 407
2023
Q2 		$3.56M Buy
12,476
+4,793
+62% +$1.33M 0.05% 266
2023
Q1 		$1.67M Buy
7,683
+2,705
+54% +$527K 0.03% 345
2022
Q4 		$1.02M Sell
4,978
-1,401
-22% -$354K 0.02% 426
2022
Q3 		$1.77M Sell
6,379
-4,134
-39% -$1.05M 0.03% 311
2022
Q2 		$2.01M Buy
10,513
+2,963
+39% +$523K 0.03% 299
2022
Q1 		$1.57M Buy
+7,550
New +$1.24M 0.02% 389

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 $11.5B AUM 18.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

B. Metzler seel. Sohn & Co's SWAV Position: Q2 2024 in Review

B. Metzler seel. Sohn & Co sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 7,551 shares — an estimated $2.46M sold.

B. Metzler seel. Sohn & Co first reported a position in SWAV in Q1 2022 and held it in 9 quarters. The position peaked at $3.56M in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • B. Metzler seel. Sohn & Co reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 7,551 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $2.46M.
  • B. Metzler seel. Sohn & Co first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2022 and held it in 9 quarters.
  • B. Metzler seel. Sohn & Co's Shockwave Medical, Inc. Common Stock position peaked at $3.56M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2024, filed 13 Aug 2024.