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

LGT Financial Advisors’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	-40	Closed	-$13K	–	872
2024 Q1	$13K	Hold	40	–	–	0.02%	451
2023 Q4	$7.62K	Sell	40 -9	-18%	-$1.7K	0.01%	541
2023 Q3	$9.76K	Buy	+49	New	+$11.6K	0.01%	485

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

LGT Financial Advisors's SWAV Position: Q2 2024 in Review

LGT Financial Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 40 shares — an estimated $13K sold.

LGT Financial Advisors first reported a position in SWAV in Q3 2023 and held it in 3 quarters. The position peaked at $13K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

LGT Financial Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
LGT Financial Advisors sold 40 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $13K.
LGT Financial Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2023 and held it in 3 quarters.
LGT Financial Advisors's Shockwave Medical, Inc. Common Stock position peaked at $13K in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.