Fortitude Family Office’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Fortitude Family Office’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	-5	Closed	-$1.63K	–	1076
2024 Q1	$1.63K	Hold	5	–	–	﹤0.01%	854
2023 Q4	$953	Buy	+5	New	+$945	﹤0.01%	943

Other funds holding SWAV

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fortitude Family Office's SWAV Position: Q2 2024 in Review

Fortitude Family Office sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 5 shares — an estimated $1.63K sold.

Fortitude Family Office first reported a position in SWAV in Q4 2023 and held it in 2 quarters. The position peaked at $1.63K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Fortitude Family Office reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Fortitude Family Office sold 5 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.63K.
Fortitude Family Office first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2023 and held it in 2 quarters.
Fortitude Family Office's Shockwave Medical, Inc. Common Stock position peaked at $1.63K in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Fortitude Family Office's 13F filing for Q2 2024, filed 10 Jul 2024.