BFEC
SWAV

Benjamin F. Edwards & Company’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Benjamin F. Edwards & Company’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
-1,236
Closed -$402K – 2268
2024
Q1 		$402K Hold
1,236
– – 0.01% 706
2023
Q4 		$236K Buy
1,236
+4
+0.3% +$756 ﹤0.01% 826
2023
Q3 		$245K Hold
1,232
– – 0.01% 678
2023
Q2 		$352K Sell
1,232
-20
-2% -$5.55K 0.01% 589
2023
Q1 		$271K Hold
1,252
– – 0.01% 631
2022
Q4 		$257K Sell
1,252
-131
-9% -$33.1K 0.01% 648
2022
Q3 		$385K Buy
1,383
+200
+17% +$50.9K 0.02% 489
2022
Q2 		$226K Sell
1,183
-380
-24% -$67.1K 0.01% 647
2022
Q1 		$324K Sell
1,563
-100
-6% -$16.5K 0.01% 555
2021
Q4 		$297K Hold
1,663
– – 0.01% 580
2021
Q3 		$342K Hold
1,663
– – 0.02% 525
2021
Q2 		$316K Sell
1,663
-306
-16% -$50.1K 0.02% 543
2021
Q1 		$256K Buy
1,969
+184
+10% +$22.1K 0.01% 615
2020
Q4 		$185K Sell
1,785
-400
-18% -$34.6K 0.01% 664
2020
Q3 		$166K Buy
2,185
+45
+2% +$2.55K 0.01% 633
2020
Q2 		$101K Buy
2,140
+369
+21% +$15.2K 0.01% 740
2020
Q1 		$59K Buy
1,771
+105
+6% +$4.17K 0.01% 823
2019
Q4 		$73K Sell
1,666
-209
-11% -$7.72K 0.01% 872
2019
Q3 		$56K Buy
1,875
+1,330
+244% +$56.5K ﹤0.01% 894
2019
Q2 		$31K Buy
+545
New +$26.5K ﹤0.01% 1043

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

Benjamin F. Edwards & Company's SWAV Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,236 shares — an estimated $402K sold.

Benjamin F. Edwards & Company first reported a position in SWAV in Q2 2019 and held it in 20 quarters. The position peaked at $402K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Benjamin F. Edwards & Company reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,236 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $402K.
  • Benjamin F. Edwards & Company first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2019 and held it in 20 quarters.
  • Benjamin F. Edwards & Company's Shockwave Medical, Inc. Common Stock position peaked at $402K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.