BIA
SWAV

Bell Investment Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Bell Investment Advisors’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
-29
Closed -$9.44K – 1988
2024
Q1 		$9.44K Buy
29
+4
+16% +$982 ﹤0.01% 612
2023
Q4 		$4.76K Sell
25
-11
-31% -$2.08K ﹤0.01% 911
2023
Q3 		$7.17K Buy
36
+6
+20% +$1.42K ﹤0.01% 632
2023
Q2 		$8.56K Buy
30
+8
+36% +$2.22K ﹤0.01% 575
2023
Q1 		$4.77K Sell
22
-8
-27% -$1.56K ﹤0.01% 813
2022
Q4 		$6.17K Buy
30
+2
+7% +$506 ﹤0.01% 701
2022
Q3 		$8K Sell
28
-1
-3% -$254 ﹤0.01% 514
2022
Q2 		$6K Buy
+29
New +$5.12K ﹤0.01% 661
2021
Q4 		$2K Buy
9
+3
+50% +$592 ﹤0.01% 1275
2021
Q3 		$1K Buy
+6
New +$1.18K ﹤0.01% 1645

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

Bell Investment Advisors's SWAV Position: Q2 2024 in Review

Bell Investment Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 29 shares — an estimated $9.44K sold.

Bell Investment Advisors first reported a position in SWAV in Q3 2021 and held it in 10 quarters. The position peaked at $9.44K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Bell Investment Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 29 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $9.44K.
  • Bell Investment Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2021 and held it in 10 quarters.
  • Bell Investment Advisors's Shockwave Medical, Inc. Common Stock position peaked at $9.44K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Bell Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.