HP
SWAV

HealthInvest Partners’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

HealthInvest Partners’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
-4,751
Closed -$1.55M – 47
2024
Q1 		$1.55M Buy
4,751
+1,221
+35% +$300K 0.94% 28
2023
Q4 		$673K Buy
+3,530
New +$667K 0.53% 35
2022
Q4 		$6.58K Buy
+32
New +$8.09K 0.01% 48

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 $11.5B AUM 18.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HealthInvest Partners's SWAV Position: Q2 2024 in Review

HealthInvest Partners sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 4,751 shares — an estimated $1.55M sold.

HealthInvest Partners first reported a position in SWAV in Q4 2022 and held it in 3 quarters. The position peaked at $1.55M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • HealthInvest Partners reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • HealthInvest Partners sold 4,751 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.55M.
  • HealthInvest Partners first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
  • HealthInvest Partners's Shockwave Medical, Inc. Common Stock position peaked at $1.55M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on HealthInvest Partners's 13F filing for Q2 2024, filed 14 Aug 2024.