Kovitz Investment Group Partners
SWAV

Kovitz Investment Group Partners’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Kovitz Investment Group 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
-4,434
Closed -$1.44M – 839
2024
Q1 		$1.44M Buy
+4,434
New +$1.09M 0.02% 347

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 $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Kovitz Investment Group Partners's SWAV Position: Q2 2024 in Review

Kovitz Investment Group Partners sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 4,434 shares — an estimated $1.44M sold.

Kovitz Investment Group Partners first reported a position in SWAV in Q1 2024 and held it in 1 quarter. The position peaked at $1.44M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Kovitz Investment Group Partners reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,434 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.44M.
  • Kovitz Investment Group Partners first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Shockwave Medical, Inc. Common Stock position peaked at $1.44M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2024, filed 14 Aug 2024.