JSP
SWAV

Jackson Square Partners’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Jackson Square Partners’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
-236,707
Closed -$77.1M – 85
2024
Q1 		$77.1M Sell
236,707
-45,441
-16% -$11.2M 3.21% 7
2023
Q4 		$53.8M Buy
+282,148
New +$53.3M 1.75% 26

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

Jackson Square Partners's SWAV Position: Q2 2024 in Review

Jackson Square Partners sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 236,707 shares — an estimated $77.1M sold.

Jackson Square Partners first reported a position in SWAV in Q4 2023 and held it in 2 quarters. The position peaked at $77.1M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Jackson Square Partners reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Jackson Square Partners sold 236,707 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $77.1M.
  • Jackson Square Partners first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2023 and held it in 2 quarters.
  • Jackson Square Partners's Shockwave Medical, Inc. Common Stock position peaked at $77.1M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Jackson Square Partners's 13F filing for Q2 2024, filed 13 Aug 2024.