BAM
SWAV

Belpointe Asset Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Belpointe Asset 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
-845
Closed -$275K – 957
2024
Q1 		$275K Buy
+845
New +$207K 0.02% 624
2023
Q2 		– Sell
-170
Closed -$36.9K – 3582
2023
Q1 		$36.9K Sell
170
-380
-69% -$74K ﹤0.01% 1901
2022
Q4 		$113K Buy
+550
New +$139K 0.01% 1176

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 $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 $416B AUM 33.63% 1-Year Est. Return

Belpointe Asset Management's SWAV Position: Q2 2024 in Review

Belpointe Asset Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 845 shares — an estimated $275K sold.

Belpointe Asset Management first reported a position in SWAV in Q4 2022 and held it in 3 quarters. The position peaked at $275K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Belpointe Asset Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 845 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $275K.
  • Belpointe Asset Management first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Shockwave Medical, Inc. Common Stock position peaked at $275K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Belpointe Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.