BCI
SWAV

Brinker Capital Investments’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Brinker Capital Investments’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
-7,436
Closed -$2.42M – 1826
2024
Q1 		$2.42M Buy
7,436
+467
+7% +$115K 0.03% 570
2023
Q4 		$1.44M Sell
6,969
-615
-8% -$116K 0.02% 784
2023
Q3 		$1.51M Sell
7,584
-1,825
-19% -$432K 0.02% 731
2023
Q2 		$2.69M Sell
9,409
-1,510
-14% -$419K 0.03% 517
2023
Q1 		$2.37M Buy
10,919
+23
+0.2% +$4.48K 0.03% 525
2022
Q4 		$2.24M Buy
10,896
+312
+3% +$78.9K 0.04% 431
2022
Q3 		$2.94M Sell
10,584
-1,215
-10% -$309K 0.06% 311
2022
Q2 		$2.26M Buy
11,799
+652
+6% +$115K 0.04% 431
2022
Q1 		$2.31M Buy
11,147
+498
+5% +$82.1K 0.04% 478
2021
Q4 		$1.9M Sell
10,649
-345
-3% -$68K 0.03% 589
2021
Q3 		$2.09M Hold
10,994
– – 0.03% 538
2021
Q2 		$2.09M Buy
10,994
+959
+10% +$157K 0.03% 592
2021
Q1 		$1.31M Sell
10,035
-9,861
-50% -$1.18M 0.02% 623
2020
Q4 		$2.06M Buy
+19,896
New +$1.72M 0.03% 551

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

Brinker Capital Investments's SWAV Position: Q2 2024 in Review

Brinker Capital Investments sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 7,436 shares — an estimated $2.42M sold.

Brinker Capital Investments first reported a position in SWAV in Q4 2020 and held it in 14 quarters. The position peaked at $2.94M in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Brinker Capital Investments reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Brinker Capital Investments sold 7,436 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $2.42M.
  • Brinker Capital Investments first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2020 and held it in 14 quarters.
  • Brinker Capital Investments's Shockwave Medical, Inc. Common Stock position peaked at $2.94M in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Brinker Capital Investments's 13F filing for Q2 2024, filed 31 Jul 2025.