Cornerstone Wealth Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Cornerstone Wealth Management’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	-801	Closed	-$261K	–	570
2024 Q1	$261K	Buy	+801	New	+$197K	0.02%	464

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 $10B AUM 15.14% 1-Year Est. Return

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

Cornerstone Wealth Management's SWAV Position: Q2 2024 in Review

Cornerstone Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 801 shares — an estimated $261K sold.

Cornerstone Wealth Management first reported a position in SWAV in Q1 2024 and held it in 1 quarter. The position peaked at $261K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Cornerstone Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Cornerstone Wealth Management sold 801 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $261K.
Cornerstone Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2024 and held it in 1 quarter.
Cornerstone Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $261K in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Cornerstone Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.