Bank Julius Baer & Co
SWAV

Bank Julius Baer & Co’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Bank Julius Baer & 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
-3,574
Closed -$1.16M – 567
2024
Q1 		$1.16M Sell
3,574
-325
-8% -$79.8K ﹤0.01% 254
2023
Q4 		$743K Sell
3,899
-78
-2% -$14.7K ﹤0.01% 300
2023
Q3 		$792K Buy
3,977
+262
+7% +$62K ﹤0.01% 282
2023
Q2 		$1.06M Sell
3,715
-66
-2% -$18.3K 0.01% 264
2023
Q1 		$820K Buy
3,781
+207
+6% +$40.3K 0.01% 290
2022
Q4 		$735K Buy
3,574
+276
+8% +$69.8K 0.01% 304
2022
Q3 		$917K Sell
3,298
-1,322
-29% -$336K 0.01% 268
2022
Q2 		$883K Buy
+4,620
New +$816K 0.01% 290
2021
Q2 		– Sell
-3,300
Closed -$430K – 882
2021
Q1 		$430K Sell
3,300
-3,603
-52% -$432K ﹤0.01% 476
2020
Q4 		$716K Buy
6,903
+3,638
+111% +$315K 0.01% 394
2020
Q3 		$247K Sell
3,265
-16,931
-84% -$960K ﹤0.01% 477
2020
Q2 		$957K Sell
20,196
-219
-1% -$9.02K 0.01% 279
2020
Q1 		$701K Buy
+20,415
New +$811K 0.02% 273

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

Bank Julius Baer & Co's SWAV Position: Q2 2024 in Review

Bank Julius Baer & Co sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 3,574 shares — an estimated $1.16M sold.

Bank Julius Baer & Co first reported a position in SWAV in Q1 2020 and held it in 13 quarters. The position peaked at $1.16M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Bank Julius Baer & Co reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Bank Julius Baer & Co sold 3,574 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.16M.
  • Bank Julius Baer & Co first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2020 and held it in 13 quarters.
  • Bank Julius Baer & Co's Shockwave Medical, Inc. Common Stock position peaked at $1.16M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Bank Julius Baer & Co's 13F filing for Q2 2024, filed 14 Aug 2024.