LOIM
SWAV

Liberty One Investment Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Liberty One Investment 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
-790
Closed -$257K – 190
2024
Q1 		$257K Buy
+790
New +$194K 0.03% 122

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

Liberty One Investment Management's SWAV Position: Q2 2024 in Review

Liberty One Investment Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 790 shares — an estimated $257K sold.

Liberty One Investment Management first reported a position in SWAV in Q1 2024 and held it in 1 quarter. The position peaked at $257K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Liberty One Investment Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Liberty One Investment Management sold 790 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $257K.
  • Liberty One Investment Management first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2024 and held it in 1 quarter.
  • Liberty One Investment Management's Shockwave Medical, Inc. Common Stock position peaked at $257K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Liberty One Investment Management's 13F filing for Q2 2024, filed 22 Jul 2024.