GLA
SWAV

Great Lakes Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Great Lakes 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
-2,163
Closed -$704K – 912
2024
Q1 		$704K Buy
+2,163
New +$531K 0.01% 575
2021
Q3 		– Sell
-1,394
Closed -$264K – 750
2021
Q2 		$264K Sell
1,394
-135,890
-99% -$22.2M ﹤0.01% 609
2021
Q1 		$17.9M Buy
+137,284
New +$16.5M 0.29% 109

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

Great Lakes Advisors's SWAV Position: Q2 2024 in Review

Great Lakes Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,163 shares — an estimated $704K sold.

Great Lakes Advisors first reported a position in SWAV in Q1 2021 and held it in 3 quarters. The position peaked at $17.9M in Q1 2021. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Great Lakes Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Great Lakes Advisors sold 2,163 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $704K.
  • Great Lakes Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2021 and held it in 3 quarters.
  • Great Lakes Advisors's Shockwave Medical, Inc. Common Stock position peaked at $17.9M in Q1 2021.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Great Lakes Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.