Cambridge Investment Research Advisors
SWAV

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

Cambridge Investment Research 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
-1,274
Closed -$415K – 3465
2024
Q1 		$415K Buy
1,274
+17
+1% +$4.17K ﹤0.01% 2440
2023
Q4 		$240K Buy
1,257
+165
+15% +$31.2K ﹤0.01% 2776
2023
Q3 		$217K Sell
1,092
-577
-35% -$136K ﹤0.01% 2751
2023
Q2 		$476K Sell
1,669
-128
-7% -$35.5K ﹤0.01% 2172
2023
Q1 		$390K Buy
1,797
+72
+4% +$14K ﹤0.01% 2272
2022
Q4 		$355K Buy
1,725
+20
+1% +$5.06K ﹤0.01% 2297
2022
Q3 		$474K Buy
1,705
+189
+12% +$48.1K ﹤0.01% 1980
2022
Q2 		$290K Hold
1,516
– – ﹤0.01% 2414
2022
Q1 		$314K Buy
1,516
+26
+2% +$4.29K ﹤0.01% 2512
2021
Q4 		$266K Buy
1,490
+235
+19% +$46.3K ﹤0.01% 2654
2021
Q3 		$258K Buy
1,255
+176
+16% +$34.6K ﹤0.01% 2587
2021
Q2 		$205K Sell
1,079
-920
-46% -$151K ﹤0.01% 2812
2021
Q1 		$260K Buy
+1,999
New +$240K ﹤0.01% 2391

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 $11.5B AUM 18.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Cambridge Investment Research Advisors's SWAV Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,274 shares — an estimated $415K sold.

Cambridge Investment Research Advisors first reported a position in SWAV in Q1 2021 and held it in 13 quarters. The position peaked at $476K in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 1,274 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $415K.
  • Cambridge Investment Research Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2021 and held it in 13 quarters.
  • Cambridge Investment Research Advisors's Shockwave Medical, Inc. Common Stock position peaked at $476K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.