FFA
SWAV

Farther Finance Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Farther Finance 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
-83
Closed -$26.6K – 3952
2024
Q1 		$26.6K Buy
83
+42
+102% +$10.3K ﹤0.01% 1410
2023
Q4 		$7.81K Buy
41
+10
+32% +$1.89K ﹤0.01% 1728
2023
Q3 		$6.17K Sell
31
-9
-23% -$2.13K ﹤0.01% 1453
2023
Q2 		$11.4K Buy
40
+8
+25% +$2.22K ﹤0.01% 1156
2023
Q1 		$6.94K Buy
+32
New +$6.24K ﹤0.01% 1234

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

Farther Finance Advisors's SWAV Position: Q2 2024 in Review

Farther Finance Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 83 shares — an estimated $26.6K sold.

Farther Finance Advisors first reported a position in SWAV in Q1 2023 and held it in 5 quarters. The position peaked at $26.6K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Farther Finance Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 83 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $26.6K.
  • Farther Finance Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2023 and held it in 5 quarters.
  • Farther Finance Advisors's Shockwave Medical, Inc. Common Stock position peaked at $26.6K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Farther Finance Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.