HighTower Advisors
SWAV

HighTower Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

HighTower Advisors’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
-10,839
Closed -$3.57M – 3979
2024
Q1 		$3.57M Buy
10,839
+8,834
+441% +$2.17M 0.01% 1117
2023
Q4 		$381K Sell
2,005
-495
-20% -$93.6K ﹤0.01% 2526
2023
Q3 		$501K Buy
2,500
+498
+25% +$118K ﹤0.01% 2234
2023
Q2 		$575K Buy
2,002
+1,021
+104% +$284K ﹤0.01% 2104
2023
Q1 		$212K Sell
981
-16
-2% -$3.12K ﹤0.01% 2711
2022
Q4 		$205K Sell
997
-49
-5% -$12.4K ﹤0.01% 2762
2022
Q3 		$294K Buy
+1,046
New +$266K ﹤0.01% 2356
2022
Q1 		– Sell
-1,201
Closed -$214K – 3746
2021
Q4 		$214K Buy
+1,201
New +$237K ﹤0.01% 2715

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

HighTower Advisors's SWAV Position: Q2 2024 in Review

HighTower Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 10,839 shares — an estimated $3.57M sold.

HighTower Advisors first reported a position in SWAV in Q4 2021 and held it in 8 quarters. The position peaked at $3.57M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • HighTower Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • HighTower Advisors sold 10,839 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $3.57M.
  • HighTower Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2021 and held it in 8 quarters.
  • HighTower Advisors's Shockwave Medical, Inc. Common Stock position peaked at $3.57M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on HighTower Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.