Ken Fisher
SWAV

Ken Fisher’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Ken Fisher’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
-75,169
Closed -$24.5M – 1066
2024
Q1 		$24.5M Sell
75,169
-909
-1% -$223K 0.01% 312
2023
Q4 		$14.5M Buy
76,078
+417
+0.6% +$78.8K 0.01% 366
2023
Q3 		$15.1M Buy
75,661
+57
+0.1% +$13.5K 0.01% 382
2023
Q2 		$21.6M Sell
75,604
-3,144
-4% -$873K 0.01% 358
2023
Q1 		$17.1M Sell
78,748
-768
-1% -$150K 0.01% 387
2022
Q4 		$16.3M Sell
79,516
-30,314
-28% -$7.66M 0.01% 377
2022
Q3 		$30.5M Sell
109,830
-9,370
-8% -$2.38M 0.02% 295
2022
Q2 		$22.8M Sell
119,200
-3,060
-3% -$540K 0.02% 293
2022
Q1 		$25.4M Buy
122,260
+1,570
+1% +$259K 0.02% 300
2021
Q4 		$21.5M Buy
120,690
+5,771
+5% +$1.14M 0.01% 313
2021
Q3 		$23.7M Buy
114,919
+29,869
+35% +$5.86M 0.01% 299
2021
Q2 		$16.1M Buy
85,050
+29,490
+53% +$4.83M 0.01% 339
2021
Q1 		$7.24M Buy
+55,560
New +$6.66M 0.01% 393

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 $11.5B AUM 18.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ken Fisher's SWAV Position: Q2 2024 in Review

Ken Fisher sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 75,169 shares — an estimated $24.5M sold.

Ken Fisher first reported a position in SWAV in Q1 2021 and held it in 13 quarters. The position peaked at $30.5M in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Ken Fisher reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Ken Fisher sold 75,169 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $24.5M.
  • Ken Fisher first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2021 and held it in 13 quarters.
  • Ken Fisher's Shockwave Medical, Inc. Common Stock position peaked at $30.5M in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Fisher Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.