Commonwealth Equity Services
SWAV

Commonwealth Equity Services’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Commonwealth Equity Services’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
-5,817
Closed -$1.89M – 4202
2024
Q1 		$1.89M Buy
5,817
+169
+3% +$41.5K ﹤0.01% 1824
2023
Q4 		$1.08M Buy
5,648
+706
+14% +$133K ﹤0.01% 2122
2023
Q3 		$984K Sell
4,942
-353
-7% -$83.5K ﹤0.01% 2077
2023
Q2 		$1.51M Buy
5,295
+1,118
+27% +$310K ﹤0.01% 1808
2023
Q1 		$905 Sell
4,177
-7,068
-63% -$1.38M ﹤0.01% 2113
2022
Q4 		$2.31M Buy
11,245
+375
+3% +$94.8K 0.01% 1416
2022
Q3 		$3.02M Buy
10,870
+7,413
+214% +$1.89M 0.01% 1168
2022
Q2 		$660K Buy
3,457
+146
+4% +$25.8K ﹤0.01% 2213
2022
Q1 		$686K Buy
3,311
+49
+2% +$8.08K ﹤0.01% 2279
2021
Q4 		$581K Buy
3,262
+581
+22% +$115K ﹤0.01% 2402
2021
Q3 		$551K Sell
2,681
-800
-23% -$157K ﹤0.01% 2399
2021
Q2 		$660K Buy
3,481
+905
+35% +$148K ﹤0.01% 2241
2021
Q1 		$335K Sell
2,576
-1,000
-28% -$120K ﹤0.01% 2675
2020
Q4 		$370K Buy
3,576
+22
+0.6% +$1.91K ﹤0.01% 2386
2020
Q3 		$269K Buy
+3,554
New +$202K ﹤0.01% 2462

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

Commonwealth Equity Services's SWAV Position: Q2 2024 in Review

Commonwealth Equity Services sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 5,817 shares — an estimated $1.89M sold.

Commonwealth Equity Services first reported a position in SWAV in Q3 2020 and held it in 15 quarters. The position peaked at $3.02M in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Commonwealth Equity Services reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,817 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.89M.
  • Commonwealth Equity Services first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2020 and held it in 15 quarters.
  • Commonwealth Equity Services's Shockwave Medical, Inc. Common Stock position peaked at $3.02M in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Commonwealth Equity Services's 13F filing for Q2 2024, filed 31 Jul 2024.