GRP
SWAV

Global Retirement Partners’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Global Retirement Partners’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
-75
Closed -$24.4K – 3669
2024
Q1 		$24.4K Buy
75
+4
+6% +$982 ﹤0.01% 1725
2023
Q4 		$15.4K Sell
71
-38
-35% -$7.18K ﹤0.01% 1882
2023
Q3 		$21.2K Sell
109
-137
-56% -$32.4K ﹤0.01% 1628
2023
Q2 		$70.2K Buy
246
+124
+102% +$34.4K ﹤0.01% 1103
2023
Q1 		$34.3K Buy
+122
New +$23.8K ﹤0.01% 1402
2022
Q4 		– Sell
-1
Closed – – 3111
2022
Q3 		$0 Buy
+1
New +$254 ﹤0.01% 3047

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

Global Retirement Partners's SWAV Position: Q2 2024 in Review

Global Retirement Partners sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 75 shares — an estimated $24.4K sold.

Global Retirement Partners first reported a position in SWAV in Q3 2022 and held it in 6 quarters. The position peaked at $70.2K in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Global Retirement Partners reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 75 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $24.4K.
  • Global Retirement Partners first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2022 and held it in 6 quarters.
  • Global Retirement Partners's Shockwave Medical, Inc. Common Stock position peaked at $70.2K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.