CGH
SWAV

Crossmark Global Holdings’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Crossmark Global Holdings’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
-5,575
Closed -$1.82M – 1355
2024
Q1 		$1.82M Sell
5,575
-605
-10% -$149K 0.03% 455
2023
Q4 		$1.18M Sell
6,180
-227
-4% -$42.9K 0.02% 553
2023
Q3 		$1.35M Buy
6,407
+130
+2% +$30.7K 0.03% 490
2023
Q2 		$1.65M Sell
6,277
-36
-0.6% -$10K 0.04% 458
2023
Q1 		$1.37M Buy
6,313
+77
+1% +$15K 0.03% 503
2022
Q4 		$1.28M Buy
6,236
+924
+17% +$234K 0.03% 505
2022
Q3 		$1.48M Sell
5,312
-932
-15% -$237K 0.04% 442
2022
Q2 		$1.19M Buy
6,244
+2,932
+89% +$518K 0.03% 520
2022
Q1 		$687K Buy
3,312
+1,423
+75% +$235K 0.02% 775
2021
Q4 		$337K Buy
+1,889
New +$373K 0.01% 1098

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

Crossmark Global Holdings's SWAV Position: Q2 2024 in Review

Crossmark Global Holdings sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 5,575 shares — an estimated $1.82M sold.

Crossmark Global Holdings first reported a position in SWAV in Q4 2021 and held it in 10 quarters. The position peaked at $1.82M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Crossmark Global Holdings reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Crossmark Global Holdings sold 5,575 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.82M.
  • Crossmark Global Holdings first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2021 and held it in 10 quarters.
  • Crossmark Global Holdings's Shockwave Medical, Inc. Common Stock position peaked at $1.82M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Crossmark Global Holdings's 13F filing for Q2 2024, filed 29 Jul 2024.