Carson Wealth (CWM LLC)
SWAV

Carson Wealth (CWM LLC)’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Carson Wealth (CWM LLC)’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
-273
Closed -$89K – 5054
2024
Q1 		$89K Buy
273
+61
+29% +$15K ﹤0.01% 1952
2023
Q4 		$40K Sell
212
-75
-26% -$14.2K ﹤0.01% 2323
2023
Q3 		$57K Sell
287
-21
-7% -$4.97K ﹤0.01% 1987
2023
Q2 		$88K Buy
308
+29
+10% +$8.05K ﹤0.01% 1640
2023
Q1 		$60K Buy
279
+18
+7% +$3.51K ﹤0.01% 1772
2022
Q4 		$54K Sell
261
-18
-6% -$4.55K ﹤0.01% 1692
2022
Q3 		$78K Buy
279
+84
+43% +$21.4K ﹤0.01% 1452
2022
Q2 		$37K Buy
195
+134
+220% +$23.7K ﹤0.01% 1772
2022
Q1 		$13K Buy
61
+40
+190% +$6.59K ﹤0.01% 2348
2021
Q4 		$4K Buy
+21
New +$4.14K ﹤0.01% 2914
2021
Q2 		$3K Hold
16
– – ﹤0.01% 2587
2021
Q1 		$3K Hold
16
– – ﹤0.01% 2585
2020
Q4 		$3K Hold
16
– – ﹤0.01% 2585
2020
Q3 		$3K Hold
16
– – ﹤0.01% 2584
2020
Q2 		$3K Hold
16
– – ﹤0.01% 2583
2020
Q1 		$3K Hold
16
– – ﹤0.01% 2581
2019
Q4 		$3K Hold
16
– – ﹤0.01% 2580
2019
Q3 		$3K Hold
16
– – ﹤0.01% 2580
2019
Q2 		$3K Hold
16
– – ﹤0.01% 2580
2019
Q1 		$3K Buy
+16
New +$532 ﹤0.01% 2579

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

Carson Wealth (CWM LLC)'s SWAV Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 273 shares — an estimated $89K sold.

Carson Wealth (CWM LLC) first reported a position in SWAV in Q1 2019 and held it in 20 quarters. The position peaked at $89K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 273 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $89K.
  • Carson Wealth (CWM LLC) first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2019 and held it in 20 quarters.
  • Carson Wealth (CWM LLC)'s Shockwave Medical, Inc. Common Stock position peaked at $89K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.