CW
SWAV

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

CreativeOne 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
-2,595
Closed -$845K – 940
2024
Q1 		$845K Sell
2,595
-13
-0.5% -$3.19K 0.03% 420
2023
Q4 		$497K Buy
+2,608
New +$493K 0.03% 375
2023
Q3 		– Sell
-1,031
Closed -$294K – 858
2023
Q2 		$294K Buy
+1,031
New +$286K 0.01% 657

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

CreativeOne Wealth's SWAV Position: Q2 2024 in Review

CreativeOne Wealth sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,595 shares — an estimated $845K sold.

CreativeOne Wealth first reported a position in SWAV in Q2 2023 and held it in 3 quarters. The position peaked at $845K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • CreativeOne Wealth reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 2,595 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $845K.
  • CreativeOne Wealth first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2023 and held it in 3 quarters.
  • CreativeOne Wealth's Shockwave Medical, Inc. Common Stock position peaked at $845K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on CreativeOne Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.