BIAS
SWAV

Beacon Investment Advisory Services’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Beacon Investment Advisory Services’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
-2,683
Closed -$874K – 276
2024
Q1 		$874K Sell
2,683
-94
-3% -$23.1K 0.04% 143
2023
Q4 		$529K Sell
2,777
-116
-4% -$21.9K 0.02% 175
2023
Q3 		$576K Buy
2,893
+791
+38% +$187K 0.03% 181
2023
Q2 		$600K Sell
2,102
-157
-7% -$43.6K 0.03% 183
2023
Q1 		$490K Buy
+2,259
New +$440K 0.02% 188

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 $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Beacon Investment Advisory Services's SWAV Position: Q2 2024 in Review

Beacon Investment Advisory Services sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,683 shares — an estimated $874K sold.

Beacon Investment Advisory Services first reported a position in SWAV in Q1 2023 and held it in 5 quarters. The position peaked at $874K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Beacon Investment Advisory Services reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 2,683 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $874K.
  • Beacon Investment Advisory Services first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2023 and held it in 5 quarters.
  • Beacon Investment Advisory Services's Shockwave Medical, Inc. Common Stock position peaked at $874K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.