HI
SWAV

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

Harbour 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
-1,725
Closed -$562K – 3397
2024
Q1 		$562K Sell
1,725
-680
-28% -$167K 0.02% 554
2023
Q4 		$458K Buy
2,405
+313
+15% +$59.2K 0.02% 561
2023
Q3 		$417K Buy
2,092
+1,059
+103% +$250K 0.02% 542
2023
Q2 		$295K Sell
1,033
-267
-21% -$74.1K 0.01% 659
2023
Q1 		$282K Buy
1,300
+41
+3% +$7.99K 0.02% 642
2022
Q4 		$259K Sell
1,259
-206
-14% -$52.1K 0.02% 650
2022
Q3 		$280K Hold
1,465
– – 0.02% 577
2022
Q2 		$280K Buy
+1,465
New +$259K 0.02% 577
2021
Q4 		$191K Buy
1,073
+52
+5% +$10.3K 0.01% 735
2021
Q3 		$210K Hold
1,021
– – 0.01% 999
2021
Q2 		$194K Buy
1,021
+13
+1% +$2.13K 0.01% 1058
2021
Q1 		$131K Buy
+1,008
New +$121K ﹤0.01% 1170

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

Harbour Investments's SWAV Position: Q2 2024 in Review

Harbour Investments sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,725 shares — an estimated $562K sold.

Harbour Investments first reported a position in SWAV in Q1 2021 and held it in 12 quarters. The position peaked at $562K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Harbour Investments reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Harbour Investments sold 1,725 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $562K.
  • Harbour Investments first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2021 and held it in 12 quarters.
  • Harbour Investments's Shockwave Medical, Inc. Common Stock position peaked at $562K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Harbour Investments's 13F filing for Q2 2024, filed 26 Jul 2024.