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 $18.5B AUM 23.32% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $274M 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 $280B AUM 33.63% 1-Year Est. Return