CI Investments Inc
SWAV

CI Investments Inc’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

CI Investments Inc’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
-1,003
Closed -$327K – 1328
2024
Q1 		$327K Buy
1,003
+446
+80% +$109K ﹤0.01% 562
2023
Q4 		$106K Sell
557
-98
-15% -$18.5K ﹤0.01% 819
2023
Q3 		$130K Sell
655
-1,178
-64% -$279K ﹤0.01% 766
2023
Q2 		$523K Sell
1,833
-481
-21% -$134K ﹤0.01% 444
2023
Q1 		$502K Buy
2,314
+748
+48% +$146K ﹤0.01% 434
2022
Q4 		$322K Buy
1,566
+274
+21% +$69.3K ﹤0.01% 519
2022
Q3 		$359K Buy
1,292
+1,241
+2,433% +$316K ﹤0.01% 471
2022
Q2 		$10K Buy
51
+49
+2,450% +$8.65K ﹤0.01% 1042
2022
Q1 		$0 Buy
+2
New +$330 ﹤0.01% 1471

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 $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

CI Investments Inc's SWAV Position: Q2 2024 in Review

CI Investments Inc sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,003 shares — an estimated $327K sold.

CI Investments Inc first reported a position in SWAV in Q1 2022 and held it in 9 quarters. The position peaked at $523K in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • CI Investments Inc reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • CI Investments Inc sold 1,003 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $327K.
  • CI Investments Inc first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2022 and held it in 9 quarters.
  • CI Investments Inc's Shockwave Medical, Inc. Common Stock position peaked at $523K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on CI Investments Inc's 13F filing for Q2 2024, filed 12 Aug 2024.