EAM
SWAV

EFG Asset Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

EFG Asset 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
-20,175
Closed -$6.56M – 208
2024
Q1 		$6.56M Buy
20,175
+901
+5% +$221K 1.13% 12
2023
Q4 		$3.67M Buy
19,274
+2,251
+13% +$425K 0.7% 46
2023
Q3 		$3.39M Buy
17,023
+357
+2% +$84.4K 0.81% 40
2023
Q2 		$4.76M Sell
16,666
-2,679
-14% -$744K 1.02% 28
2023
Q1 		$4.19M Buy
19,345
+2,080
+12% +$405K 0.93% 39
2022
Q4 		$3.58M Buy
17,265
+1,034
+6% +$261K 0.8% 39
2022
Q3 		$4.51M Sell
16,231
-2,796
-15% -$711K 1.04% 31
2022
Q2 		$3.64M Buy
19,027
+3,268
+21% +$577K 0.77% 41
2022
Q1 		$3.27M Buy
+15,759
New +$2.6M 0.49% 60

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

EFG Asset Management's SWAV Position: Q2 2024 in Review

EFG Asset Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 20,175 shares — an estimated $6.56M sold.

EFG Asset Management first reported a position in SWAV in Q1 2022 and held it in 9 quarters. The position peaked at $6.56M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • EFG Asset Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • EFG Asset Management sold 20,175 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $6.56M.
  • EFG Asset Management first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2022 and held it in 9 quarters.
  • EFG Asset Management's Shockwave Medical, Inc. Common Stock position peaked at $6.56M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on EFG Asset Management's 13F filing for Q2 2024, filed 25 Jul 2024.