DTL
SWAV

Dynamic Technology Lab’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Dynamic Technology Lab’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
-823
Closed -$268K – 1477
2024
Q1 		$268K Buy
+823
New +$202K 0.03% 818
2023
Q3 		– Sell
-3,215
Closed -$918K – 1419
2023
Q2 		$918K Buy
+3,215
New +$893K 0.12% 291
2023
Q1 		– Sell
-1,000
Closed -$206K – 1593
2022
Q4 		$206K Sell
1,000
-250
-20% -$63.2K 0.02% 907
2022
Q3 		$348K Buy
+1,250
New +$318K 0.03% 758
2022
Q1 		– Sell
-6,791
Closed -$1.21M – 1620
2021
Q4 		$1.21M Buy
+6,791
New +$1.34M 0.13% 241
2021
Q1 		– Sell
-11,656
Closed -$1.21M – 1560
2020
Q4 		$1.21M Buy
+11,656
New +$1.01M 0.2% 117

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

Dynamic Technology Lab's SWAV Position: Q2 2024 in Review

Dynamic Technology Lab sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 823 shares — an estimated $268K sold.

Dynamic Technology Lab first reported a position in SWAV in Q4 2020 and held it in 6 quarters. The position peaked at $1.21M in Q4 2021. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Dynamic Technology Lab reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Dynamic Technology Lab sold 823 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $268K.
  • Dynamic Technology Lab first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2020 and held it in 6 quarters.
  • Dynamic Technology Lab's Shockwave Medical, Inc. Common Stock position peaked at $1.21M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Dynamic Technology Lab's 13F filing for Q2 2024, filed 15 Aug 2024.