ClearBridge Investments
SWAV

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

ClearBridge Investments’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
-160,605
Closed -$52.3M – 784
2024
Q1 		$52.3M Buy
160,605
+47,946
+43% +$11.8M 0.04% 323
2023
Q4 		$21.5M Buy
112,659
+40,295
+56% +$7.62M 0.02% 456
2023
Q3 		$14.4M Buy
+72,364
New +$17.1M 0.01% 472

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

ClearBridge Investments's SWAV Position: Q2 2024 in Review

ClearBridge Investments sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 160,605 shares — an estimated $52.3M sold.

ClearBridge Investments first reported a position in SWAV in Q3 2023 and held it in 3 quarters. The position peaked at $52.3M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • ClearBridge Investments reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • ClearBridge Investments sold 160,605 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $52.3M.
  • ClearBridge Investments first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2023 and held it in 3 quarters.
  • ClearBridge Investments's Shockwave Medical, Inc. Common Stock position peaked at $52.3M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on ClearBridge Investments's 13F filing for Q2 2024, filed 14 Aug 2024.