CIBC Private Wealth Group
SWAV

CIBC Private Wealth Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

CIBC Private Wealth Group’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
-7,961
Closed -$2.55M – 3331
2024
Q1 		$2.55M Buy
+7,961
New +$1.95M 0.01% 499
2023
Q3 		– Sell
-8,486
Closed -$2.42M – 1135
2023
Q2 		$2.42M Sell
8,486
-1,897
-18% -$527K 0.01% 469
2023
Q1 		$2.25M Buy
+10,383
New +$2.02M 0.01% 499
2022
Q4 		– Sell
-10,613
Closed -$2.95M – 960
2022
Q3 		$2.95M Buy
+10,613
New +$2.7M 0.01% 429
2022
Q1 		– Sell
-8,864
Closed -$1.58M – 1322
2021
Q4 		$1.58M Sell
8,864
-8,633
-49% -$1.7M ﹤0.01% 557
2021
Q3 		$3.6M Buy
+17,497
New +$3.44M 0.01% 423
2021
Q1 		– Sell
-9,603
Closed -$996K – 1064
2020
Q4 		$996K Buy
+9,603
New +$832K ﹤0.01% 638

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

CIBC Private Wealth Group's SWAV Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 7,961 shares — an estimated $2.55M sold.

CIBC Private Wealth Group first reported a position in SWAV in Q4 2020 and held it in 7 quarters. The position peaked at $3.6M in Q3 2021. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • CIBC Private Wealth Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 7,961 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $2.55M.
  • CIBC Private Wealth Group first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2020 and held it in 7 quarters.
  • CIBC Private Wealth Group's Shockwave Medical, Inc. Common Stock position peaked at $3.6M in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.