IA
SWAV icon

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

IFP 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
Q3 		– Sell
-1,203
Closed -$403K – 3475
2024
Q2 		$403K Sell
1,203
-6
-0.5% -$1.98K 0.02% 729
2024
Q1 		$394K Sell
1,209
-5
-0.4% -$1.23K 0.02% 692
2023
Q4 		$231K Sell
1,214
-6
-0.5% -$1.13K 0.01% 885
2023
Q3 		$243K Sell
1,220
-536
-31% -$127K 0.01% 881
2023
Q2 		$501K Buy
1,756
+469
+36% +$130K 0.02% 655
2023
Q1 		$39.3K Sell
1,287
-535
-29% -$104K ﹤0.01% 1694
2022
Q4 		$75K Buy
1,822
+286
+19% +$72.3K ﹤0.01% 1952
2022
Q3 		$64K Buy
1,536
+201
+15% +$51.1K ﹤0.01% 2192
2022
Q2 		$48K Hold
1,335
– – ﹤0.01% 2202
2022
Q1 		$48K Buy
1,335
+181
+16% +$29.8K ﹤0.01% 2202
2021
Q4 		$206K Buy
1,154
+3
+0.3% +$592 ﹤0.01% 936
2021
Q3 		$237K Sell
1,151
-39
-3% -$7.66K ﹤0.01% 877
2021
Q2 		$224K Sell
1,190
-5
-0.4% -$818 ﹤0.01% 852
2021
Q1 		$157K Buy
1,195
+135
+13% +$16.2K ﹤0.01% 953
2020
Q4 		$109K Buy
1,060
+1,035
+4,140% +$89.6K ﹤0.01% 1092
2020
Q3 		$2K Hold
25
– – ﹤0.01% 2538
2020
Q2 		$1K Buy
+25
New +$1.03K ﹤0.01% 2645

Other funds holding SWAV

EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return

IFP Advisors's SWAV Position: Q3 2024 in Review

IFP Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2024, closing a stake of 1,203 shares — an estimated $403K sold.

IFP Advisors first reported a position in SWAV in Q2 2020 and held it in 17 quarters. The position peaked at $501K in Q2 2023. 2 funds tracked by Wall St. Rank hold SWAV as of Q3 2024.

  • IFP Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • IFP Advisors sold 1,203 Shockwave Medical, Inc. Common Stock shares in Q3 2024, an estimated $403K.
  • IFP Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2020 and held it in 17 quarters.
  • IFP Advisors's Shockwave Medical, Inc. Common Stock position peaked at $501K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2024.

Based on IFP Advisors's 13F filing for Q3 2024, filed 4 Feb 2025.