IBOK
SWAV

Independence Bank of Kentucky’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Independence Bank of Kentucky’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
-15
Closed -$4.88K – 550
2024
Q1 		$4.88K Hold
15
– – ﹤0.01% 476
2023
Q4 		$2.86K Sell
15
-5
-25% -$945 ﹤0.01% 491
2023
Q3 		$3.98K Buy
20
+15
+300% +$3.55K ﹤0.01% 446
2023
Q2 		$1.43K Buy
+5
New +$1.39K ﹤0.01% 497

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

Independence Bank of Kentucky's SWAV Position: Q2 2024 in Review

Independence Bank of Kentucky sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 15 shares — an estimated $4.88K sold.

Independence Bank of Kentucky first reported a position in SWAV in Q2 2023 and held it in 4 quarters. The position peaked at $4.88K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Independence Bank of Kentucky reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Independence Bank of Kentucky sold 15 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $4.88K.
  • Independence Bank of Kentucky first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2023 and held it in 4 quarters.
  • Independence Bank of Kentucky's Shockwave Medical, Inc. Common Stock position peaked at $4.88K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Independence Bank of Kentucky's 13F filing for Q2 2024, filed 25 Jul 2024.