Cetera Trust Company’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Cetera Trust Company’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	-1,000	Closed	-$326K	–	425
2024 Q1	$326K	Buy	1,000 +200	+25%	+$49.1K	0.2%	86
2023 Q4	$152K	Buy	+800	New	+$151K	0.1%	177

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

Cetera Trust Company's SWAV Position: Q2 2024 in Review

Cetera Trust Company sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,000 shares — an estimated $326K sold.

Cetera Trust Company first reported a position in SWAV in Q4 2023 and held it in 2 quarters. The position peaked at $326K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Cetera Trust Company reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Cetera Trust Company sold 1,000 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $326K.
Cetera Trust Company first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2023 and held it in 2 quarters.
Cetera Trust Company's Shockwave Medical, Inc. Common Stock position peaked at $326K in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Cetera Trust Company's 13F filing for Q2 2024, filed 2 Aug 2024.