LC
SWAV

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

Lindbrook Capital’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
-30
Closed -$9.77K – 2853
2024
Q1 		$9.77K Buy
30
+22
+275% +$5.4K ﹤0.01% 1585
2023
Q4 		$1.52K Sell
8
-142
-95% -$26.8K ﹤0.01% 2359
2023
Q3 		$29.9K Buy
150
+59
+65% +$14K ﹤0.01% 874
2023
Q2 		$26K Buy
91
+2
+2% +$555 ﹤0.01% 961
2023
Q1 		$19.3K Sell
89
-15
-14% -$2.92K ﹤0.01% 1093
2022
Q4 		$21.4K Sell
104
-91
-47% -$23K ﹤0.01% 1025
2022
Q3 		$54K Buy
195
+51
+35% +$13K 0.01% 622
2022
Q2 		$28K Buy
144
+46
+47% +$8.12K ﹤0.01% 865
2022
Q1 		$20K Buy
98
+94
+2,350% +$15.5K ﹤0.01% 1014
2021
Q4 		$1K Hold
4
– – ﹤0.01% 2032
2021
Q3 		$1K Hold
4
– – ﹤0.01% 1817
2021
Q2 		$1K Buy
+4
New +$655 ﹤0.01% 1865

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 $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lindbrook Capital's SWAV Position: Q2 2024 in Review

Lindbrook Capital sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 30 shares — an estimated $9.77K sold.

Lindbrook Capital first reported a position in SWAV in Q2 2021 and held it in 12 quarters. The position peaked at $54K in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Lindbrook Capital reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Lindbrook Capital sold 30 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $9.77K.
  • Lindbrook Capital first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2021 and held it in 12 quarters.
  • Lindbrook Capital's Shockwave Medical, Inc. Common Stock position peaked at $54K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Lindbrook Capital's 13F filing for Q2 2024, filed 31 Jul 2024.