CPG
SWAV

Cornerstone Planning Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Cornerstone Planning 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
-1
Closed -$331 – 1357
2024
Q1 		$331 Hold
1
– – ﹤0.01% 985
2023
Q4 		$191 Hold
1
– – ﹤0.01% 866
2023
Q3 		$199 Buy
+1
New +$236 ﹤0.01% 1024

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 $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

Cornerstone Planning Group's SWAV Position: Q2 2024 in Review

Cornerstone Planning Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1 share — an estimated $331 sold.

Cornerstone Planning Group first reported a position in SWAV in Q3 2023 and held it in 3 quarters. The position peaked at $331 in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Cornerstone Planning Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 1 Shockwave Medical, Inc. Common Stock share in Q2 2024, an estimated $331.
  • Cornerstone Planning Group first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2023 and held it in 3 quarters.
  • Cornerstone Planning Group's Shockwave Medical, Inc. Common Stock position peaked at $331 in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.