LMG Wealth Partners’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

LMG Wealth Partners’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	-861	Closed	-$280K	–	126
2024 Q1	$280K	Buy	+861	New	+$211K	0.07%	106
2023 Q3	–	Sell	-764	Closed	-$218K	–	110
2023 Q2	$218K	Buy	+764	New	+$212K	0.07%	101

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

LMG Wealth Partners's SWAV Position: Q2 2024 in Review

LMG Wealth Partners sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 861 shares — an estimated $280K sold.

LMG Wealth Partners first reported a position in SWAV in Q2 2023 and held it in 2 quarters. The position peaked at $280K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

LMG Wealth Partners reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
LMG Wealth Partners sold 861 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $280K.
LMG Wealth Partners first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2023 and held it in 2 quarters.
LMG Wealth Partners's Shockwave Medical, Inc. Common Stock position peaked at $280K in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on LMG Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.