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

Key Financial Inc’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	-82	Closed	-$26.7K	–	1376
2024 Q1	$26.7K	Hold	82	–	–	0.01%	553
2023 Q4	$15.6K	Hold	82	–	–	﹤0.01%	641
2023 Q3	$16.3K	Hold	82	–	–	0.01%	614
2023 Q2	$23.4K	Hold	82	–	–	0.01%	544
2023 Q1	$17.8K	Hold	82	–	–	0.01%	569
2022 Q4	$22.8K	Hold	82	–	–	0.01%	470
2022 Q3	$23K	Hold	82	–	–	0.01%	478
2022 Q2	$16K	Hold	82	–	–	0.01%	546
2022 Q1	$17K	Buy	+82	New	+$13.5K	0.01%	533

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

Key Financial Inc's SWAV Position: Q2 2024 in Review

Key Financial Inc sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 82 shares — an estimated $26.7K sold.

Key Financial Inc first reported a position in SWAV in Q1 2022 and held it in 9 quarters. The position peaked at $26.7K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Key Financial Inc reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Key Financial Inc sold 82 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $26.7K.
Key Financial Inc first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2022 and held it in 9 quarters.
Key Financial Inc's Shockwave Medical, Inc. Common Stock position peaked at $26.7K in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Key Financial Inc's 13F filing for Q2 2024, filed 30 Jul 2024.