Capital Fund Management (CFM)
SWAV

Capital Fund Management (CFM)’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Capital Fund Management (CFM)’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
-26,800
Closed -$8.73M – 2219
2024
Q1 		$8.73M Buy
26,800
+6,100
+29% +$1.5M 0.03% 804
2023
Q4 		$3.94M Buy
+20,700
New +$3.91M 0.01% 1213

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

Capital Fund Management (CFM)'s SWAV Position: Q4 2023 in Review

Capital Fund Management (CFM) sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2023, closing a stake of 17,529 shares — an estimated $3.31M sold.

Capital Fund Management (CFM) first reported a position in SWAV in Q1 2022 and held it in 3 quarters. The position peaked at $4.71M in Q1 2023. 427 funds tracked by Wall St. Rank hold SWAV as of Q4 2023.

  • Capital Fund Management (CFM) reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 17,529 Shockwave Medical, Inc. Common Stock shares in Q4 2023, an estimated $3.31M.
  • Capital Fund Management (CFM) first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2022 and held it in 3 quarters.
  • Capital Fund Management (CFM)'s Shockwave Medical, Inc. Common Stock position peaked at $4.71M in Q1 2023.
  • 427 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2023.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2023, filed 14 Feb 2024.