Center for Financial Planning’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Center for Financial Planning’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	-46	Closed	-$15K	–	632
2024 Q1	$15K	Buy	+46	New	+$11.3K	﹤0.01%	353

Other funds holding SWAV

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Center for Financial Planning's SWAV Position: Q2 2024 in Review

Center for Financial Planning sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 46 shares — an estimated $15K sold.

Center for Financial Planning first reported a position in SWAV in Q1 2024 and held it in 1 quarter. The position peaked at $15K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Center for Financial Planning reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Center for Financial Planning sold 46 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $15K.
Center for Financial Planning first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2024 and held it in 1 quarter.
Center for Financial Planning's Shockwave Medical, Inc. Common Stock position peaked at $15K in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.