DWM
SWAV

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

Dakota 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
-10,382
Closed -$3.38M – 767
2024
Q1 		$3.38M Buy
+10,382
New +$2.55M 0.08% 202
2023
Q4 		– Sell
-1,602
Closed -$319K – 716
2023
Q3 		$319K Sell
1,602
-1,308
-45% -$309K 0.01% 477
2023
Q2 		$831K Buy
2,910
+1,429
+96% +$397K 0.04% 282
2023
Q1 		$321K Sell
1,481
-1,169
-44% -$228K 0.02% 454
2022
Q4 		$545K Buy
2,650
+466
+21% +$118K 0.04% 335
2022
Q3 		$608K Buy
+2,184
New +$555K 0.05% 305

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

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

Dakota Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 10,382 shares — an estimated $3.38M sold.

Dakota Wealth Management first reported a position in SWAV in Q3 2022 and held it in 6 quarters. The position peaked at $3.38M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Dakota Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 10,382 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $3.38M.
  • Dakota Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2022 and held it in 6 quarters.
  • Dakota Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $3.38M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Dakota Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.