FCA
SWAV

FinTrust Capital Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

FinTrust Capital 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
-11
Closed -$3.69K – 1425
2024
Q1 		$3.69K Hold
11
– – ﹤0.01% 1043
2023
Q4 		$2.16K Hold
11
– – ﹤0.01% 1067
2023
Q3 		$2.26K Sell
11
-7
-39% -$1.66K ﹤0.01% 1005
2023
Q2 		$3.7K Sell
18
-2,000
-99% -$555K ﹤0.01% 923
2023
Q1 		$437K Buy
2,018
+2,000
+11,111% +$390K 0.11% 171
2022
Q4 		$3.7K Sell
18
-1,064
-98% -$269K ﹤0.01% 914
2022
Q3 		$300K Buy
1,082
+977
+930% +$248K 0.08% 209
2022
Q2 		$22K Hold
105
– – 0.01% 722
2022
Q1 		$21K Sell
105
-4
-4% -$659 ﹤0.01% 762
2021
Q4 		$19K Sell
109
-1
-0.9% -$197 ﹤0.01% 762
2021
Q3 		$23K Hold
110
– – 0.01% 716
2021
Q2 		$21K Buy
110
+69
+168% +$11.3K 0.01% 755
2021
Q1 		$5K Buy
41
+4
+11% +$480 ﹤0.01% 1033
2020
Q4 		$4K Buy
+37
New +$3.21K ﹤0.01% 979

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 $4.82B AUM 20.19% 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

FinTrust Capital Advisors's SWAV Position: Q2 2024 in Review

FinTrust Capital Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 11 shares — an estimated $3.69K sold.

FinTrust Capital Advisors first reported a position in SWAV in Q4 2020 and held it in 14 quarters. The position peaked at $437K in Q1 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • FinTrust Capital Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • FinTrust Capital Advisors sold 11 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $3.69K.
  • FinTrust Capital Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2020 and held it in 14 quarters.
  • FinTrust Capital Advisors's Shockwave Medical, Inc. Common Stock position peaked at $437K in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on FinTrust Capital Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.