BG
SWAV

Bollard Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Bollard Group’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
-2,100
Closed -$684K – 305
2024
Q1 		$684K Hold
2,100
– – 0.02% 123
2023
Q4 		$400K Buy
2,100
+25
+1% +$4.72K 0.01% 138
2023
Q3 		$413K Buy
2,075
+375
+22% +$88.7K 0.02% 132
2023
Q2 		$485K Hold
1,700
– – 0.02% 136
2023
Q1 		$369K Hold
1,700
– – 0.01% 140
2022
Q4 		$350K Buy
1,700
+100
+6% +$25.3K 0.01% 137
2022
Q3 		$445K Sell
1,600
-250
-14% -$63.6K 0.02% 133
2022
Q2 		$354K Buy
1,850
+350
+23% +$61.8K 0.01% 149
2022
Q1 		$311K Buy
1,500
+200
+15% +$33K 0.01% 195
2021
Q4 		$232K Buy
1,300
+300
+30% +$59.2K 0.01% 223
2021
Q3 		$206K Buy
1,000
+398
+66% +$78.1K 0.01% 230
2021
Q2 		$114K Buy
602
+351
+140% +$57.4K ﹤0.01% 267
2021
Q1 		$33K Buy
251
+250
+25,000% +$30K ﹤0.01% 373
2020
Q4 		$0 Hold
1
– – ﹤0.01% 452
2020
Q3 		$0 Hold
1
– – ﹤0.01% 469
2020
Q2 		$0 Hold
1
– – ﹤0.01% 466
2020
Q1 		$0 Hold
1
– – ﹤0.01% 240
2019
Q4 		$0 Sell
1
-199
-100% -$7.35K ﹤0.01% 235
2019
Q3 		$6K Hold
200
– – ﹤0.01% 228
2019
Q2 		$11K Hold
200
– – ﹤0.01% 235
2019
Q1 		$7K Buy
+200
New +$6.64K ﹤0.01% 251

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

Bollard Group's SWAV Position: Q2 2024 in Review

Bollard Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,100 shares — an estimated $684K sold.

Bollard Group first reported a position in SWAV in Q1 2019 and held it in 21 quarters. The position peaked at $684K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Bollard Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Bollard Group sold 2,100 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $684K.
  • Bollard Group first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2019 and held it in 21 quarters.
  • Bollard Group's Shockwave Medical, Inc. Common Stock position peaked at $684K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Bollard Group's 13F filing for Q2 2024, filed 14 Aug 2024.