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

Larson 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	-23	Closed	-$7.49K	–	2509
2024 Q1	$7.49K	Hold	23	–	–	﹤0.01%	1113
2023 Q4	$4.38K	Sell	23 -6	-21%	-$1.13K	﹤0.01%	1213
2023 Q3	$5.77K	Buy	29 +6	+26%	+$1.42K	﹤0.01%	1133
2023 Q2	$6.56K	Hold	23	–	–	﹤0.01%	1044
2023 Q1	$4.99K	Hold	23	–	–	﹤0.01%	1088
2022 Q4	$4.73K	Hold	23	–	–	﹤0.01%	1043
2022 Q3	$6K	Hold	23	–	–	﹤0.01%	936
2022 Q2	$4K	Hold	23	–	–	﹤0.01%	928
2022 Q1	$5K	Hold	23	–	–	﹤0.01%	801
2021 Q4	$4K	Hold	23	–	–	﹤0.01%	879
2021 Q3	$5K	Hold	23	–	–	﹤0.01%	703
2021 Q2	$4K	Hold	23	–	–	﹤0.01%	667
2021 Q1	$3K	Hold	23	–	–	﹤0.01%	689
2020 Q4	$2K	Hold	23	–	–	﹤0.01%	661
2020 Q3	$2K	Hold	23	–	–	﹤0.01%	623
2020 Q2	$1K	Buy	+23	New	+$948	﹤0.01%	665

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

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

Larson Financial Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 23 shares — an estimated $7.49K sold.

Larson Financial Group first reported a position in SWAV in Q2 2020 and held it in 16 quarters. The position peaked at $7.49K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Larson Financial Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Larson Financial Group sold 23 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $7.49K.
Larson Financial Group first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2020 and held it in 16 quarters.
Larson Financial Group's Shockwave Medical, Inc. Common Stock position peaked at $7.49K in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Larson Financial Group's 13F filing for Q2 2024, filed 2 Aug 2024.