Cerity Partners’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Cerity Partners’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	-2,358	Closed	-$768K	–	2437
2024 Q1	$768K	Buy	2,358 +491	+26%	+$121K	﹤0.01%	1403
2023 Q4	$356K	Buy	+1,867	New	+$353K	﹤0.01%	1432
2023 Q3	–	Sell	-1,732	Closed	-$494K	–	1750
2023 Q2	$494K	Buy	1,732 +276	+19%	+$76.6K	﹤0.01%	1186
2023 Q1	$316K	Sell	1,456 -71	-5%	-$13.8K	﹤0.01%	1512
2022 Q4	$314K	Buy	+1,527	New	+$386K	﹤0.01%	1127

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

Cerity Partners's SWAV Position: Q2 2024 in Review

Cerity Partners sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,358 shares — an estimated $768K sold.

Cerity Partners first reported a position in SWAV in Q4 2022 and held it in 5 quarters. The position peaked at $768K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Cerity Partners reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Cerity Partners sold 2,358 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $768K.
Cerity Partners first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 5 quarters.
Cerity Partners's Shockwave Medical, Inc. Common Stock position peaked at $768K in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Cerity Partners's 13F filing for Q2 2024, filed 13 Aug 2024.