IAN
SWAV

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

Integrated Advisors Network’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
-25,889
Closed -$8.43M – 750
2024
Q1 		$8.43M Sell
25,889
-472
-2% -$116K 0.43% 53
2023
Q4 		$5.02M Buy
26,361
+10,731
+69% +$2.03M 0.28% 94
2023
Q3 		$3.11M Sell
15,630
-1,053
-6% -$249K 0.19% 148
2023
Q2 		$4.76M Buy
16,683
+2,149
+15% +$597K 0.27% 100
2023
Q1 		$3.15M Buy
14,534
+7,000
+93% +$1.36M 0.19% 139
2022
Q4 		$1.55M Sell
7,534
-338
-4% -$85.5K 0.1% 220
2022
Q3 		$2.19M Buy
+7,872
New +$2M 0.15% 164

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

Integrated Advisors Network's SWAV Position: Q2 2024 in Review

Integrated Advisors Network sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 25,889 shares — an estimated $8.43M sold.

Integrated Advisors Network first reported a position in SWAV in Q3 2022 and held it in 7 quarters. The position peaked at $8.43M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Integrated Advisors Network reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Integrated Advisors Network sold 25,889 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $8.43M.
  • Integrated Advisors Network first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2022 and held it in 7 quarters.
  • Integrated Advisors Network's Shockwave Medical, Inc. Common Stock position peaked at $8.43M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Integrated Advisors Network's 13F filing for Q2 2024, filed 9 Aug 2024.