JFG
SWAV

Jefferies Financial Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Jefferies Financial Group’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
-19,300
Closed -$6.28M – 1972
2024
Q1 		$6.28M Buy
19,300
+1,000
+5% +$246K 0.06% 256
2023
Q4 		$3.49M Buy
+18,300
New +$3.46M 0.02% 513

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 $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

Jefferies Financial Group's SWAV Position: Q2 2024 in Review

Jefferies Financial Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 18,290 shares — an estimated $5.96M sold.

Jefferies Financial Group first reported a position in SWAV in Q2 2023 and held it in 3 quarters. The position peaked at $6.05M in Q4 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Jefferies Financial Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 18,290 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $5.96M.
  • Jefferies Financial Group first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2023 and held it in 3 quarters.
  • Jefferies Financial Group's Shockwave Medical, Inc. Common Stock position peaked at $6.05M in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Jefferies Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.