BBL
SWAV

Beck Bode LLC’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Beck Bode LLC’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
-32,998
Closed -$10.7M – 133
2024
Q1 		$10.7M Buy
32,998
+2,576
+8% +$632K 2.19% 18
2023
Q4 		$5.8M Buy
+30,422
New +$5.75M 1.3% 26
2023
Q3 		– Sell
-4,514
Closed -$1.29M – 157
2023
Q2 		$1.29M Sell
4,514
-199
-4% -$55.3K 0.31% 84
2023
Q1 		$1.02M Sell
4,713
-11,983
-72% -$2.33M 0.25% 97
2022
Q4 		$3.43M Sell
16,696
-717
-4% -$181K 0.77% 48
2022
Q3 		$4.84M Sell
17,413
-135
-0.8% -$34.3K 1.05% 30
2022
Q2 		$3.35M Buy
17,548
+10,432
+147% +$1.84M 0.71% 40
2022
Q1 		$1.48M Buy
+7,116
New +$1.17M 0.33% 59

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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 $85.1B AUM 27.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Beck Bode LLC's SWAV Position: Q2 2024 in Review

Beck Bode LLC sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 32,998 shares — an estimated $10.7M sold.

Beck Bode LLC first reported a position in SWAV in Q1 2022 and held it in 8 quarters. The position peaked at $10.7M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Beck Bode LLC reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Beck Bode LLC sold 32,998 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $10.7M.
  • Beck Bode LLC first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2022 and held it in 8 quarters.
  • Beck Bode LLC's Shockwave Medical, Inc. Common Stock position peaked at $10.7M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Beck Bode LLC's 13F filing for Q2 2024, filed 12 Aug 2024.