BIA
SWAV

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

Biondo 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
-39,038
Closed -$12.7M – 92
2024
Q1 		$12.7M Buy
39,038
+1,277
+3% +$314K 1.97% 15
2023
Q4 		$7.2M Buy
37,761
+310
+0.8% +$58.6K 1.22% 35
2023
Q3 		$7.46M Buy
37,451
+1,118
+3% +$264K 1.4% 27
2023
Q2 		$10.4M Sell
36,333
-910
-2% -$253K 1.92% 16
2023
Q1 		$8.08M Buy
37,243
+6,005
+19% +$1.17M 1.63% 24
2022
Q4 		$6.42M Buy
31,238
+2,450
+9% +$619K 1.43% 29
2022
Q3 		$8.01M Buy
28,788
+7,255
+34% +$1.84M 1.85% 23
2022
Q2 		$4.12M Buy
21,533
+3,140
+17% +$554K 0.91% 38
2022
Q1 		$3.81M Buy
18,393
+395
+2% +$65.1K 0.67% 44
2021
Q4 		$3.21M Buy
17,998
+1,508
+9% +$297K 0.54% 45
2021
Q3 		$3.4M Buy
16,490
+10,465
+174% +$2.05M 0.58% 46
2021
Q2 		$1.14M Hold
6,025
– – 0.2% 52
2021
Q1 		$785K Buy
6,025
+300
+5% +$36K 0.16% 64
2020
Q4 		$594K Buy
5,725
+2,150
+60% +$186K 0.11% 69
2020
Q3 		$271K Buy
+3,575
New +$203K 0.06% 74
2019
Q3 		– Sell
-9,250
Closed -$528K – 93
2019
Q2 		$528K Buy
+9,250
New +$449K 0.13% 76

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

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

Biondo Investment Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 39,038 shares — an estimated $12.7M sold.

Biondo Investment Advisors first reported a position in SWAV in Q2 2019 and held it in 16 quarters. The position peaked at $12.7M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Biondo Investment Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Biondo Investment Advisors sold 39,038 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $12.7M.
  • Biondo Investment Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2019 and held it in 16 quarters.
  • Biondo Investment Advisors's Shockwave Medical, Inc. Common Stock position peaked at $12.7M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

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