Franklin Resources
SWAV

Franklin Resources’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Franklin Resources’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
-62,647
Closed -$20.4M – 3001
2024
Q1 		$20.4M Buy
62,647
+54,352
+655% +$13.3M 0.01% 859
2023
Q4 		$1.58M Sell
8,295
-114,915
-93% -$21.7M ﹤0.01% 1473
2023
Q3 		$24.5M Sell
123,210
-46,777
-28% -$11.1M 0.01% 687
2023
Q2 		$48.5M Buy
169,987
+164,745
+3,143% +$45.7M 0.02% 531
2023
Q1 		$1.14M Sell
5,242
-634
-11% -$124K ﹤0.01% 1473
2022
Q4 		$1.21M Buy
5,876
+41
+0.7% +$10.4K ﹤0.01% 1476
2022
Q3 		$1.62M Buy
5,835
+1,315
+29% +$334K ﹤0.01% 1406
2022
Q2 		$864K Sell
4,520
-1,208
-21% -$213K ﹤0.01% 1570
2022
Q1 		$1.19M Sell
5,728
-194
-3% -$32K ﹤0.01% 1564
2021
Q4 		$1.06M Buy
5,922
+14
+0.2% +$2.76K ﹤0.01% 1652
2021
Q3 		$1.22M Buy
+5,908
New +$1.16M ﹤0.01% 1576

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

Franklin Resources's SWAV Position: Q2 2024 in Review

Franklin Resources sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 62,647 shares — an estimated $20.4M sold.

Franklin Resources first reported a position in SWAV in Q3 2021 and held it in 11 quarters. The position peaked at $48.5M in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Franklin Resources reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Franklin Resources sold 62,647 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $20.4M.
  • Franklin Resources first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2021 and held it in 11 quarters.
  • Franklin Resources's Shockwave Medical, Inc. Common Stock position peaked at $48.5M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Franklin Resources's 13F filing for Q2 2024, filed 14 Aug 2024.