Baird Financial Group
SWAV

Baird Financial Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Baird Financial Group’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
-13,891
Closed -$4.52M – 1847
2024
Q1 		$4.52M Sell
13,891
-7,565
-35% -$1.86M 0.01% 692
2023
Q4 		$4.09M Buy
21,456
+6,053
+39% +$1.14M 0.01% 714
2023
Q3 		$3.07M Sell
15,403
-1,173
-7% -$277K 0.01% 769
2023
Q2 		$4.73M Buy
16,576
+2,047
+14% +$568K 0.01% 637
2023
Q1 		$3.15M Sell
14,529
-639
-4% -$125K 0.01% 744
2022
Q4 		$3.12M Sell
15,168
-5,348
-26% -$1.35M 0.01% 723
2022
Q3 		$5.71M Sell
20,516
-1,684
-8% -$428K 0.02% 538
2022
Q2 		$4.24M Buy
22,200
+1,196
+6% +$211K 0.01% 616
2022
Q1 		$4.36M Buy
21,004
+6,950
+49% +$1.15M 0.01% 656
2021
Q4 		$2.51M Buy
14,054
+1,004
+8% +$198K 0.01% 843
2021
Q3 		$2.69M Buy
13,050
+4,190
+47% +$823K 0.01% 821
2021
Q2 		$1.68M Sell
8,860
-46
-0.5% -$7.53K ﹤0.01% 996
2021
Q1 		$1.16M Buy
8,906
+2,219
+33% +$266K ﹤0.01% 1076
2020
Q4 		$694K Sell
6,687
-2,744
-29% -$238K ﹤0.01% 1145
2020
Q3 		$715K Buy
9,431
+1,720
+22% +$97.5K ﹤0.01% 1048
2020
Q2 		$365K Buy
+7,711
New +$318K ﹤0.01% 1235

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

Baird Financial Group's SWAV Position: Q2 2024 in Review

Baird Financial Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 13,891 shares — an estimated $4.52M sold.

Baird Financial Group first reported a position in SWAV in Q2 2020 and held it in 16 quarters. The position peaked at $5.71M in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Baird Financial Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Baird Financial Group sold 13,891 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $4.52M.
  • Baird Financial Group first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2020 and held it in 16 quarters.
  • Baird Financial Group's Shockwave Medical, Inc. Common Stock position peaked at $5.71M in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Baird Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.