FAIM
SWAV

Financial Advocates Investment Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Financial Advocates Investment Management’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
-7,387
Closed -$2.41M – 844
2024
Q1 		$2.41M Buy
7,387
+499
+7% +$123K 0.14% 162
2023
Q4 		$1.31M Buy
6,888
+422
+7% +$79.8K 0.09% 236
2023
Q3 		$1.29M Buy
6,466
+16
+0.2% +$3.78K 0.09% 226
2023
Q2 		$1.84M Sell
6,450
-160
-2% -$44.4K 0.13% 177
2023
Q1 		$1.43M Sell
6,610
-746
-10% -$145K 0.1% 223
2022
Q4 		$1.51M Sell
7,356
-315
-4% -$79.6K 0.11% 210
2022
Q3 		$2.11M Sell
7,671
-97
-1% -$24.7K 0.17% 142
2022
Q2 		$1.49M Sell
7,768
-231
-3% -$40.8K 0.12% 205
2022
Q1 		$1.66M Sell
7,999
-27
-0.3% -$4.45K 0.11% 217
2021
Q4 		$1.43M Sell
8,026
-175
-2% -$34.5K 0.09% 257
2021
Q3 		$1.69M Sell
8,201
-30
-0.4% -$5.89K 0.11% 219
2021
Q2 		$1.56M Sell
8,231
-122
-1% -$20K 0.1% 236
2021
Q1 		$1.09M Buy
8,353
+90
+1% +$10.8K 0.08% 300
2020
Q4 		$857K Sell
8,263
-107
-1% -$9.27K 0.06% 330
2020
Q3 		$634K Buy
8,370
+175
+2% +$9.92K 0.05% 329
2020
Q2 		$388K Sell
8,195
-35
-0.4% -$1.44K 0.04% 405
2020
Q1 		$273K Buy
8,230
+350
+4% +$13.9K 0.04% 376
2019
Q4 		$346K Buy
7,880
+620
+9% +$22.9K 0.04% 374
2019
Q3 		$217K Buy
+7,260
New +$308K 0.02% 446

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

Financial Advocates Investment Management's SWAV Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 7,387 shares — an estimated $2.41M sold.

Financial Advocates Investment Management first reported a position in SWAV in Q3 2019 and held it in 19 quarters. The position peaked at $2.41M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,387 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $2.41M.
  • Financial Advocates Investment Management first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2019 and held it in 19 quarters.
  • Financial Advocates Investment Management's Shockwave Medical, Inc. Common Stock position peaked at $2.41M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.