LAI
SWAV

Legal Advantage Investments’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Legal Advantage Investments’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
-4,995
Closed -$1.63M – 107
2024
Q1 		$1.63M Hold
4,995
– – 0.91% 37
2023
Q4 		$952K Buy
4,995
+25
+0.5% +$4.72K 0.57% 49
2023
Q3 		$990K Buy
4,970
+1,350
+37% +$319K 0.71% 42
2023
Q2 		$1.03M Buy
+3,620
New +$1.01M 0.69% 43

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

Legal Advantage Investments's SWAV Position: Q2 2024 in Review

Legal Advantage Investments sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 4,995 shares — an estimated $1.63M sold.

Legal Advantage Investments first reported a position in SWAV in Q2 2023 and held it in 4 quarters. The position peaked at $1.63M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Legal Advantage Investments reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Legal Advantage Investments sold 4,995 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.63M.
  • Legal Advantage Investments first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2023 and held it in 4 quarters.
  • Legal Advantage Investments's Shockwave Medical, Inc. Common Stock position peaked at $1.63M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Legal Advantage Investments's 13F filing for Q2 2024, filed 11 Jul 2024.