JFS Wealth Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

JFS Wealth Advisors’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	-12	Closed	-$3.91K	–	2059
2024 Q1	$3.91K	Hold	12	–	–	﹤0.01%	1188
2023 Q4	$2.29K	Buy	12 +3	+33%	+$567	﹤0.01%	1369
2023 Q3	$1.79K	Hold	9	–	–	﹤0.01%	1400
2023 Q2	$2.57K	Sell	9 -1	-10%	-$278	﹤0.01%	1289
2023 Q1	$2.17K	Sell	10 -9	-47%	-$1.75K	﹤0.01%	1329
2022 Q4	$3.91K	Hold	19	–	–	﹤0.01%	1091
2022 Q3	$5K	Hold	19	–	–	﹤0.01%	1027
2022 Q2	$4K	Sell	19 -2	-10%	-$353	﹤0.01%	1130
2022 Q1	$4K	Buy	+21	New	+$3.46K	﹤0.01%	1191

Other funds holding SWAV

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JFS Wealth Advisors's SWAV Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 12 shares — an estimated $3.91K sold.

JFS Wealth Advisors first reported a position in SWAV in Q1 2022 and held it in 9 quarters. The position peaked at $5K in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

JFS Wealth Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
JFS Wealth Advisors sold 12 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $3.91K.
JFS Wealth Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2022 and held it in 9 quarters.
JFS Wealth Advisors's Shockwave Medical, Inc. Common Stock position peaked at $5K in Q3 2022.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.