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

Creative Planning’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	-2,148	Closed	-$699K	–	3201
2024 Q1	$699K	Buy	2,148 +244	+13%	+$59.9K	﹤0.01%	1597
2023 Q4	$363K	Sell	1,904 -602	-24%	-$114K	﹤0.01%	1950
2023 Q3	$499K	Sell	2,506 -473	-16%	-$112K	﹤0.01%	1578
2023 Q2	$850K	Buy	2,979 +991	+50%	+$275K	﹤0.01%	1215
2023 Q1	$431K	Buy	1,988 +726	+58%	+$141K	﹤0.01%	1564
2022 Q4	$259K	Sell	1,262 -124	-9%	-$31.4K	﹤0.01%	1821
2022 Q3	$385K	Buy	+1,386	New	+$352K	﹤0.01%	1494

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

Creative Planning's SWAV Position: Q2 2024 in Review

Creative Planning sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,148 shares — an estimated $699K sold.

Creative Planning first reported a position in SWAV in Q3 2022 and held it in 7 quarters. The position peaked at $850K in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Creative Planning reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Creative Planning sold 2,148 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $699K.
Creative Planning first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2022 and held it in 7 quarters.
Creative Planning's Shockwave Medical, Inc. Common Stock position peaked at $850K in Q2 2023.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.