GI
SWAV

Gradient Investments’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Gradient Investments’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
-17,908
Closed -$5.83M – 1490
2024
Q1 		$5.83M Sell
17,908
-5,120
-22% -$1.26M 0.14% 132
2023
Q4 		$4.39M Buy
23,028
+8,905
+63% +$1.68M 0.11% 147
2023
Q3 		$2.81M Buy
14,123
+790
+6% +$187K 0.07% 153
2023
Q2 		$3.81M Sell
13,333
-2,602
-16% -$723K 0.1% 148
2023
Q1 		$3.46M Buy
15,935
+1,805
+13% +$352K 0.09% 144
2022
Q4 		$2.91M Buy
14,130
+2,651
+23% +$670K 0.09% 159
2022
Q3 		$3.19M Sell
11,479
-18,157
-61% -$4.62M 0.1% 149
2022
Q2 		$5.67M Sell
29,636
-4,987
-14% -$880K 0.17% 130
2022
Q1 		$7.18M Buy
34,623
+34,600
+150,435% +$5.7M 0.18% 131
2021
Q4 		$4K Buy
+23
New +$4.54K ﹤0.01% 993

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

Gradient Investments's SWAV Position: Q2 2024 in Review

Gradient Investments sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 17,908 shares — an estimated $5.83M sold.

Gradient Investments first reported a position in SWAV in Q4 2021 and held it in 10 quarters. The position peaked at $7.18M in Q1 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Gradient Investments reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 17,908 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $5.83M.
  • Gradient Investments first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2021 and held it in 10 quarters.
  • Gradient Investments's Shockwave Medical, Inc. Common Stock position peaked at $7.18M in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.