HFS
SWAV

Hantz Financial Services’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Hantz Financial Services’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
-21
Closed -$7K – 1315
2024
Q1 		$7K Hold
21
– – ﹤0.01% 892
2023
Q4 		$4K Hold
21
– – ﹤0.01% 964
2023
Q3 		$4K Hold
21
– – ﹤0.01% 956
2023
Q2 		$6K Hold
21
– – ﹤0.01% 870
2023
Q1 		$5K Hold
21
– – ﹤0.01% 907
2022
Q4 		$4K Hold
21
– – ﹤0.01% 915
2022
Q3 		$6K Sell
21
-10
-32% -$2.54K ﹤0.01% 834
2022
Q2 		$6K Buy
31
+5
+19% +$883 ﹤0.01% 834
2022
Q1 		$5K Buy
+26
New +$4.29K ﹤0.01% 890

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

Hantz Financial Services's SWAV Position: Q2 2024 in Review

Hantz Financial Services sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 21 shares — an estimated $7K sold.

Hantz Financial Services first reported a position in SWAV in Q1 2022 and held it in 9 quarters. The position peaked at $7K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Hantz Financial Services reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Hantz Financial Services sold 21 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $7K.
  • Hantz Financial Services first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2022 and held it in 9 quarters.
  • Hantz Financial Services's Shockwave Medical, Inc. Common Stock position peaked at $7K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Hantz Financial Services's 13F filing for Q2 2024, filed 30 Jul 2024.