FGAM
SWAV

Financial Gravity Asset Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Financial Gravity Asset 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
-6
Closed -$1.91K – 1829
2024
Q1 		$1.91K Buy
6
+1
+20% +$246 ﹤0.01% 688
2023
Q4 		$1.15K Buy
+5
New +$945 ﹤0.01% 779

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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 $85.1B AUM 27.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Financial Gravity Asset Management's SWAV Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 6 shares — an estimated $1.91K sold.

Financial Gravity Asset Management first reported a position in SWAV in Q4 2023 and held it in 2 quarters. The position peaked at $1.91K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 6 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.91K.
  • Financial Gravity Asset Management first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's Shockwave Medical, Inc. Common Stock position peaked at $1.91K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.