EWA
SWAV

EverSource Wealth Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

EverSource Wealth Advisors’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
-143
Closed -$47.2K – 3173
2024
Q1 		$47.2K Buy
143
+8
+6% +$1.96K ﹤0.01% 1005
2023
Q4 		$25.7K Sell
135
-20
-13% -$3.78K ﹤0.01% 1130
2023
Q3 		$30.9K Buy
155
+116
+297% +$27.4K ﹤0.01% 971
2023
Q2 		$11.1K Buy
39
+9
+30% +$2.5K ﹤0.01% 1390
2023
Q1 		$6.5K Buy
+30
New +$5.84K ﹤0.01% 1550
2022
Q4 		– Sell
-4
Closed -$1K – 2452
2022
Q3 		$1K Buy
+4
New +$1.02K ﹤0.01% 1942
2022
Q1 		– Sell
-6
Closed -$1K – 1888
2021
Q4 		$1K Buy
+6
New +$1.18K ﹤0.01% 1750

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

EverSource Wealth Advisors's SWAV Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 143 shares — an estimated $47.2K sold.

EverSource Wealth Advisors first reported a position in SWAV in Q4 2021 and held it in 7 quarters. The position peaked at $47.2K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 143 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $47.2K.
  • EverSource Wealth Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2021 and held it in 7 quarters.
  • EverSource Wealth Advisors's Shockwave Medical, Inc. Common Stock position peaked at $47.2K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.