IAA
SWAV

Independent Advisor Alliance’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Independent Advisor Alliance’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
-2,679
Closed -$872K – 758
2024
Q1 		$872K Sell
2,679
-6
-0.2% -$1.47K 0.03% 345
2023
Q4 		$512K Sell
2,685
-154
-5% -$29.1K 0.02% 438
2023
Q3 		$565K Sell
2,839
-240
-8% -$56.8K 0.03% 390
2023
Q2 		$879K Sell
3,079
-533
-15% -$148K 0.04% 319
2023
Q1 		$783K Buy
+3,612
New +$704K 0.04% 332
2022
Q4 		– Sell
-3,748
Closed -$1.04M – 650
2022
Q3 		$1.04M Sell
3,748
-513
-12% -$130K 0.06% 259
2022
Q2 		$815K Sell
4,261
-436
-9% -$77K 0.05% 299
2022
Q1 		$974K Sell
4,697
-435
-8% -$71.7K 0.05% 285
2021
Q4 		$915K Sell
5,132
-76
-1% -$15K 0.05% 292
2021
Q3 		$1.07M Sell
5,208
-647
-11% -$127K 0.06% 256
2021
Q2 		$1.11M Sell
5,855
-20
-0.3% -$3.27K 0.06% 262
2021
Q1 		$765K Sell
5,875
-25
-0.4% -$3K 0.05% 295
2020
Q4 		$612K Buy
5,900
+93
+2% +$8.05K 0.04% 311
2020
Q3 		$440K Buy
+5,807
New +$329K 0.03% 320

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 $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Independent Advisor Alliance's SWAV Position: Q2 2024 in Review

Independent Advisor Alliance sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,679 shares — an estimated $872K sold.

Independent Advisor Alliance first reported a position in SWAV in Q3 2020 and held it in 14 quarters. The position peaked at $1.11M in Q2 2021. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Independent Advisor Alliance reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,679 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $872K.
  • Independent Advisor Alliance first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2020 and held it in 14 quarters.
  • Independent Advisor Alliance's Shockwave Medical, Inc. Common Stock position peaked at $1.11M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.