Envestnet Portfolio Solutions
SWAV

Envestnet Portfolio Solutions’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Envestnet Portfolio Solutions’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
-1,211
Closed -$394K – 1715
2024
Q1 		$394K Sell
1,211
-22
-2% -$5.4K ﹤0.01% 1213
2023
Q4 		$235K Buy
1,233
+208
+20% +$39.3K ﹤0.01% 1420
2023
Q3 		$204K Buy
+1,025
New +$242K ﹤0.01% 1425

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 $9.54B AUM 19.86% 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

Envestnet Portfolio Solutions's SWAV Position: Q2 2024 in Review

Envestnet Portfolio Solutions sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,211 shares — an estimated $394K sold.

Envestnet Portfolio Solutions first reported a position in SWAV in Q3 2023 and held it in 3 quarters. The position peaked at $394K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Envestnet Portfolio Solutions reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,211 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $394K.
  • Envestnet Portfolio Solutions first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2023 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Shockwave Medical, Inc. Common Stock position peaked at $394K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2024, filed 16 Jul 2024.