CSC
SWAV

Caldwell Sutter Capital’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Caldwell Sutter Capital’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
-10
Closed -$3.26K – 944
2024
Q1 		$3.26K Hold
10
– – ﹤0.01% 685
2023
Q4 		$1.91K Hold
10
– – ﹤0.01% 768
2023
Q3 		$1.99K Hold
10
– – ﹤0.01% 738
2023
Q2 		$2.85K Hold
10
– – ﹤0.01% 686
2023
Q1 		$2.17K Buy
+10
New +$1.95K ﹤0.01% 488

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 $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

Caldwell Sutter Capital's SWAV Position: Q2 2024 in Review

Caldwell Sutter Capital sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 10 shares — an estimated $3.26K sold.

Caldwell Sutter Capital first reported a position in SWAV in Q1 2023 and held it in 5 quarters. The position peaked at $3.26K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Caldwell Sutter Capital reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 10 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $3.26K.
  • Caldwell Sutter Capital first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2023 and held it in 5 quarters.
  • Caldwell Sutter Capital's Shockwave Medical, Inc. Common Stock position peaked at $3.26K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Caldwell Sutter Capital's 13F filing for Q2 2024, filed 23 Jul 2024.