HFM
SWAV

Harvest Fund Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Harvest Fund Management’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
-1,538
Closed -$500K – 780
2024
Q1 		$500K Buy
+1,538
New +$378K 0.04% 208
2022
Q4 		– Sell
-340
Closed -$95K – 883
2022
Q3 		$95K Buy
+340
New +$86.5K 0.03% 311

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

Harvest Fund Management's SWAV Position: Q2 2024 in Review

Harvest Fund Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,538 shares — an estimated $500K sold.

Harvest Fund Management first reported a position in SWAV in Q3 2022 and held it in 2 quarters. The position peaked at $500K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Harvest Fund Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Harvest Fund Management sold 1,538 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $500K.
  • Harvest Fund Management first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2022 and held it in 2 quarters.
  • Harvest Fund Management's Shockwave Medical, Inc. Common Stock position peaked at $500K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Harvest Fund Management's 13F filing for Q2 2024, filed 8 Aug 2024.