IWC
SWAV

Integrated Wealth Concepts’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Integrated Wealth Concepts’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
-1,738
Closed -$566K – 1726
2024
Q1 		$566K Buy
1,738
+7
+0.4% +$1.72K 0.01% 999
2023
Q4 		$330K Buy
1,731
+16
+0.9% +$3.02K 0.01% 1217
2023
Q3 		$341K Sell
1,715
-596
-26% -$141K 0.01% 1159
2023
Q2 		$660K Buy
+2,311
New +$642K 0.01% 859

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

Integrated Wealth Concepts's SWAV Position: Q2 2024 in Review

Integrated Wealth Concepts sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,738 shares — an estimated $566K sold.

Integrated Wealth Concepts first reported a position in SWAV in Q2 2023 and held it in 4 quarters. The position peaked at $660K in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Integrated Wealth Concepts reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,738 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $566K.
  • Integrated Wealth Concepts first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2023 and held it in 4 quarters.
  • Integrated Wealth Concepts's Shockwave Medical, Inc. Common Stock position peaked at $660K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Integrated Wealth Concepts's 13F filing for Q2 2024, filed 14 Aug 2024.