FHA
SWAV

First Horizon Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

First Horizon 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
-373
Closed -$121K – 2392
2024
Q1 		$121K Sell
373
-99
-21% -$24.3K ﹤0.01% 640
2023
Q4 		$89.9K Buy
472
+35
+8% +$6.62K ﹤0.01% 700
2023
Q3 		$87K Buy
437
+82
+23% +$19.4K ﹤0.01% 664
2023
Q2 		$101K Buy
355
+129
+57% +$35.8K ﹤0.01% 643
2023
Q1 		$49K Buy
226
+5
+2% +$974 ﹤0.01% 887
2022
Q4 		$45.4K Hold
221
– – ﹤0.01% 899
2022
Q3 		$60K Sell
221
-5
-2% -$1.27K ﹤0.01% 777
2022
Q2 		$43K Buy
226
+220
+3,667% +$38.8K ﹤0.01% 994
2022
Q1 		$1K Sell
6
-254
-98% -$41.9K ﹤0.01% 1680
2021
Q4 		$45K Buy
260
+17
+7% +$3.35K ﹤0.01% 960
2021
Q3 		$49K Buy
243
+1
+0.4% +$196 ﹤0.01% 917
2021
Q2 		$45K Hold
242
– – ﹤0.01% 828
2021
Q1 		$31K Sell
242
-91
-27% -$10.9K ﹤0.01% 916
2020
Q4 		$33K Buy
+333
New +$28.8K ﹤0.01% 740

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

First Horizon Advisors's SWAV Position: Q2 2024 in Review

First Horizon Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 373 shares — an estimated $121K sold.

First Horizon Advisors first reported a position in SWAV in Q4 2020 and held it in 14 quarters. The position peaked at $121K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • First Horizon Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • First Horizon Advisors sold 373 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $121K.
  • First Horizon Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2020 and held it in 14 quarters.
  • First Horizon Advisors's Shockwave Medical, Inc. Common Stock position peaked at $121K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on First Horizon Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.