EGM
SWAV

Engineers Gate Manager’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Engineers Gate Manager’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
-1,333
Closed -$434K – 2310
2024
Q1 		$434K Sell
1,333
-10,169
-88% -$2.5M 0.01% 1271
2023
Q4 		$2.19M Buy
11,502
+5,299
+85% +$1M 0.06% 446
2023
Q3 		$1.24M Sell
6,203
-1,883
-23% -$445K 0.05% 584
2023
Q2 		$2.31M Buy
8,086
+6,302
+353% +$1.75M 0.09% 311
2023
Q1 		$387K Sell
1,784
-7,489
-81% -$1.46M 0.02% 1109
2022
Q4 		$1.91M Buy
9,273
+4,288
+86% +$1.08M 0.11% 202
2022
Q3 		$1.39M Buy
+4,985
New +$1.27M 0.09% 300
2022
Q2 		– Sell
-1,184
Closed -$246K – 2330
2022
Q1 		$246K Sell
1,184
-6,027
-84% -$994K 0.01% 1521
2021
Q4 		$1.29M Sell
7,211
-1,725
-19% -$340K 0.06% 474
2021
Q3 		$1.84M Sell
8,936
-12,977
-59% -$2.55M 0.1% 262
2021
Q2 		$4.16M Buy
21,913
+18,899
+627% +$3.09M 0.27% 62
2021
Q1 		$393K Sell
3,014
-11,074
-79% -$1.33M 0.02% 1151
2020
Q4 		$1.46M Buy
14,088
+634
+5% +$54.9K 0.06% 442
2020
Q3 		$1.02M Buy
+13,454
New +$763K 0.05% 592
2020
Q2 		– Sell
-17,641
Closed -$585K – 2034
2020
Q1 		$585K Buy
+17,641
New +$701K 0.04% 681

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

Engineers Gate Manager's SWAV Position: Q2 2024 in Review

Engineers Gate Manager sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,333 shares — an estimated $434K sold.

Engineers Gate Manager first reported a position in SWAV in Q1 2020 and held it in 15 quarters. The position peaked at $4.16M in Q2 2021. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Engineers Gate Manager reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Engineers Gate Manager sold 1,333 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $434K.
  • Engineers Gate Manager first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2020 and held it in 15 quarters.
  • Engineers Gate Manager's Shockwave Medical, Inc. Common Stock position peaked at $4.16M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Engineers Gate Manager's 13F filing for Q2 2024, filed 14 Aug 2024.