FMII
SWAV

Farmers & Merchants Investments Inc’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Farmers & Merchants Investments Inc’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
-15
Closed -$4.88K – 1822
2024
Q1 		$4.88K Hold
15
– – ﹤0.01% 761
2023
Q4 		$2.86K Sell
15
-1
-6% -$189 ﹤0.01% 923
2023
Q3 		$3.19K Hold
16
– – ﹤0.01% 838
2023
Q2 		$4.57K Hold
16
– – ﹤0.01% 775
2023
Q1 		$3.47K Hold
16
– – ﹤0.01% 816
2022
Q4 		$3.29K Hold
16
– – ﹤0.01% 870
2022
Q3 		$4K Sell
16
-40
-71% -$10.2K ﹤0.01% 813
2022
Q2 		$11K Hold
56
– – ﹤0.01% 674
2022
Q1 		$12K Hold
56
– – ﹤0.01% 701
2021
Q4 		$10K Buy
+56
New +$11K ﹤0.01% 771

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 $11.5B AUM 18.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Farmers & Merchants Investments Inc's SWAV Position: Q2 2024 in Review

Farmers & Merchants Investments Inc sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 15 shares — an estimated $4.88K sold.

Farmers & Merchants Investments Inc first reported a position in SWAV in Q4 2021 and held it in 10 quarters. The position peaked at $12K in Q1 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Farmers & Merchants Investments Inc reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 15 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $4.88K.
  • Farmers & Merchants Investments Inc first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2021 and held it in 10 quarters.
  • Farmers & Merchants Investments Inc's Shockwave Medical, Inc. Common Stock position peaked at $12K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2024, filed 5 Aug 2024.