Connor, Clark & Lunn Investment Management (CC&L)’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	-18,214	Closed	-$5.93M	–	1762
2024 Q1	$5.93M	Sell	18,214 -5,753	-24%	-$1.41M	0.03%	398
2023 Q4	$4.57M	Sell	23,967 -19,749	-45%	-$3.73M	0.02%	448
2023 Q3	$8.7M	Sell	43,716 -15,708	-26%	-$3.71M	0.05%	274
2023 Q2	$17M	Buy	59,424 +37,677	+173%	+$10.5M	0.08%	180
2023 Q1	$4.72M	Sell	21,747 -10,628	-33%	-$2.07M	0.03%	382
2022 Q4	$6.66M	Buy	+32,375	New	+$8.19M	0.04%	298
2021 Q1	–	Sell	-2,252	Closed	-$234K	–	1120
2020 Q4	$234K	Buy	+2,252	New	+$195K	﹤0.01%	814

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 $11.5B AUM 18.82% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s SWAV Position: Q2 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 18,214 shares — an estimated $5.93M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SWAV in Q4 2020 and held it in 7 quarters. The position peaked at $17M in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 18,214 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $5.93M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2020 and held it in 7 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Shockwave Medical, Inc. Common Stock position peaked at $17M in Q2 2023.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2024, filed 9 Aug 2024.