FMP
SWAV

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

Financial Management Professionals’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
-305
Closed -$99K – 1053
2024
Q1 		$99K Hold
305
– – 0.01% 199
2023
Q4 		$58K Sell
305
-2
-0.7% -$378 0.01% 243
2023
Q3 		$61K Hold
307
– – 0.01% 227
2023
Q2 		$88K Hold
307
– – 0.01% 200
2023
Q1 		$67K Buy
307
+2
+0.7% +$390 0.01% 242
2022
Q4 		$63K Sell
305
-1
-0.3% -$253 0.01% 212
2022
Q3 		$85K Buy
306
+1
+0.3% +$254 0.02% 164
2022
Q2 		$58K Sell
305
-16
-5% -$2.82K 0.01% 209
2022
Q1 		$67K Sell
321
-5
-2% -$824 0.01% 212
2021
Q4 		$58K Buy
326
+57
+21% +$11.2K 0.01% 236
2021
Q3 		$55K Buy
269
+245
+1,021% +$48.1K 0.01% 239
2021
Q2 		$5K Buy
+24
New +$3.93K ﹤0.01% 537

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

Financial Management Professionals's SWAV Position: Q2 2024 in Review

Financial Management Professionals sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 305 shares — an estimated $99K sold.

Financial Management Professionals first reported a position in SWAV in Q2 2021 and held it in 12 quarters. The position peaked at $99K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Financial Management Professionals reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Financial Management Professionals sold 305 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $99K.
  • Financial Management Professionals first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2021 and held it in 12 quarters.
  • Financial Management Professionals's Shockwave Medical, Inc. Common Stock position peaked at $99K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Financial Management Professionals's 13F filing for Q2 2024, filed 12 Jul 2024.