EDRH
SWAV

Edmond de Rothschild Holding’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Edmond de Rothschild Holding’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
-20,690
Closed -$6.74M – 722
2024
Q1 		$6.74M Sell
20,690
-14,380
-41% -$3.53M 0.11% 146
2023
Q4 		$6.68M Buy
+35,070
New +$6.63M 0.12% 148

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

Edmond de Rothschild Holding's SWAV Position: Q2 2024 in Review

Edmond de Rothschild Holding sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 20,690 shares — an estimated $6.74M sold.

Edmond de Rothschild Holding first reported a position in SWAV in Q4 2023 and held it in 2 quarters. The position peaked at $6.74M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Edmond de Rothschild Holding reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 20,690 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $6.74M.
  • Edmond de Rothschild Holding first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2023 and held it in 2 quarters.
  • Edmond de Rothschild Holding's Shockwave Medical, Inc. Common Stock position peaked at $6.74M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2024, filed 13 Aug 2024.