EP
SWAV

Edgestream Partners’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Edgestream Partners’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
-1,637
Closed -$533K – 1085
2024
Q1 		$533K Sell
1,637
-448
-21% -$110K 0.03% 621
2023
Q4 		$397K Sell
2,085
-6,662
-76% -$1.26M 0.03% 659
2023
Q3 		$1.74M Sell
8,747
-2,557
-23% -$605K 0.14% 235
2023
Q2 		$3.23M Buy
+11,304
New +$3.14M 0.29% 69

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 $4.82B AUM 20.19% 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

Edgestream Partners's SWAV Position: Q2 2024 in Review

Edgestream Partners sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,637 shares — an estimated $533K sold.

Edgestream Partners first reported a position in SWAV in Q2 2023 and held it in 4 quarters. The position peaked at $3.23M in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Edgestream Partners reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Edgestream Partners sold 1,637 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $533K.
  • Edgestream Partners first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2023 and held it in 4 quarters.
  • Edgestream Partners's Shockwave Medical, Inc. Common Stock position peaked at $3.23M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Edgestream Partners's 13F filing for Q2 2024, filed 9 Aug 2024.