Legato Capital Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Legato Capital Management’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	-2,388	Closed	-$778K	–	637
2024 Q1	$778K	Buy	2,388 +920	+63%	+$226K	0.09%	336
2023 Q4	$280K	Buy	+1,468	New	+$277K	0.04%	501
2023 Q3	–	Sell	-3,420	Closed	-$976K	–	662
2023 Q2	$976K	Buy	3,420 +1,765	+107%	+$490K	0.13%	266
2023 Q1	$359K	Sell	1,655 -569	-26%	-$111K	0.07%	400
2022 Q4	$457K	Buy	+2,224	New	+$562K	0.09%	364

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 $9.54B AUM 19.86% 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

Legato Capital Management's SWAV Position: Q2 2024 in Review

Legato Capital Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,388 shares — an estimated $778K sold.

Legato Capital Management first reported a position in SWAV in Q4 2022 and held it in 5 quarters. The position peaked at $976K in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Legato Capital Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Legato Capital Management sold 2,388 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $778K.
Legato Capital Management first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 5 quarters.
Legato Capital Management's Shockwave Medical, Inc. Common Stock position peaked at $976K in Q2 2023.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Legato Capital Management's 13F filing for Q2 2024, filed 26 Jul 2024.