HIA
SWAV

Harbor Investment Advisory’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Harbor Investment Advisory’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
-4
Closed -$1.3K – 1474
2024
Q1 		$1.3K Buy
+4
New +$982 ﹤0.01% 1196
2023
Q3 		– Sell
-200
Closed -$57.1K – 1373
2023
Q2 		$57.1K Sell
200
-178
-47% -$49.4K 0.01% 676
2023
Q1 		$82K Hold
378
– – 0.01% 555
2022
Q4 		$77.7K Sell
378
-70
-16% -$17.7K 0.01% 554
2022
Q3 		$125K Sell
448
-24
-5% -$6.1K 0.02% 420
2022
Q2 		$90K Buy
472
+24
+5% +$4.24K 0.01% 531
2022
Q1 		$93K Hold
448
– – 0.01% 556
2021
Q4 		$80K Hold
448
– – 0.01% 605
2021
Q3 		$92K Sell
448
-104
-19% -$20.4K 0.01% 555
2021
Q2 		$105K Hold
552
– – 0.01% 504
2021
Q1 		$72K Hold
552
– – 0.01% 575
2020
Q4 		$57K Buy
552
+229
+71% +$19.8K 0.01% 603
2020
Q3 		$24K Buy
323
+161
+99% +$9.13K ﹤0.01% 697
2020
Q2 		$8K Buy
+162
New +$6.67K ﹤0.01% 823

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 $9.54B AUM 19.86% 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

Harbor Investment Advisory's SWAV Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 4 shares — an estimated $1.3K sold.

Harbor Investment Advisory first reported a position in SWAV in Q2 2020 and held it in 14 quarters. The position peaked at $125K in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Harbor Investment Advisory reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 4 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.3K.
  • Harbor Investment Advisory first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2020 and held it in 14 quarters.
  • Harbor Investment Advisory's Shockwave Medical, Inc. Common Stock position peaked at $125K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.