Corient Private Wealth
SWAV

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

Corient Private Wealth’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
-2,711
Closed -$883K – 2411
2024
Q1 		$883K Buy
2,711
+247
+10% +$60.6K ﹤0.01% 1355
2023
Q4 		$470K Sell
2,464
-193
-7% -$36.5K ﹤0.01% 1641
2023
Q3 		$529K Buy
2,657
+245
+10% +$57.9K ﹤0.01% 1471
2023
Q2 		$688K Buy
2,412
+1,319
+121% +$366K ﹤0.01% 1295
2023
Q1 		$237K Buy
+1,093
New +$213K ﹤0.01% 1715

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 $9.54B AUM 19.86% 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

Corient Private Wealth's SWAV Position: Q2 2024 in Review

Corient Private Wealth sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,711 shares — an estimated $883K sold.

Corient Private Wealth first reported a position in SWAV in Q1 2023 and held it in 5 quarters. The position peaked at $883K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Corient Private Wealth reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Corient Private Wealth sold 2,711 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $883K.
  • Corient Private Wealth first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2023 and held it in 5 quarters.
  • Corient Private Wealth's Shockwave Medical, Inc. Common Stock position peaked at $883K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

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