BCWM
SWAV

Bartlett & Co Wealth Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Bartlett & Co 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
-700
Closed -$228K – 1179
2024
Q1 		$228K Hold
700
– – ﹤0.01% 438
2023
Q4 		$134K Hold
700
– – ﹤0.01% 535
2023
Q3 		$139K Sell
700
-12
-2% -$2.84K ﹤0.01% 495
2023
Q2 		$203K Hold
712
– – ﹤0.01% 451
2023
Q1 		$154K Buy
712
+100
+16% +$19.5K ﹤0.01% 411
2022
Q4 		$126K Hold
612
– – ﹤0.01% 441
2022
Q3 		$170K Hold
612
– – ﹤0.01% 395
2022
Q2 		$117K Buy
612
+12
+2% +$2.12K ﹤0.01% 441
2022
Q1 		$124K Buy
+600
New +$98.9K ﹤0.01% 449
2021
Q4 		– Sell
-500
Closed -$103K – 921
2021
Q3 		$103K Sell
500
-100
-17% -$19.6K ﹤0.01% 410
2021
Q2 		$114K Sell
600
-600
-50% -$98.2K ﹤0.01% 392
2021
Q1 		$156K Hold
1,200
– – ﹤0.01% 348
2020
Q4 		$124K Hold
1,200
– – ﹤0.01% 381
2020
Q3 		$91K Buy
+1,200
New +$68K ﹤0.01% 396

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

Bartlett & Co Wealth Management's SWAV Position: Q2 2024 in Review

Bartlett & Co Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 700 shares — an estimated $228K sold.

Bartlett & Co Wealth Management first reported a position in SWAV in Q3 2020 and held it in 14 quarters. The position peaked at $228K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Bartlett & Co Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 700 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $228K.
  • Bartlett & Co Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2020 and held it in 14 quarters.
  • Bartlett & Co Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $228K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.