LWCFA
SWAV

Loring Wolcott & Coolidge Fiduciary Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-180
Closed -$59.1K – 590
2024
Q1 		$59.1K Buy
180
+85
+89% +$20.9K ﹤0.01% 379
2023
Q4 		$21.5K Buy
+95
New +$18K ﹤0.01% 458

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

Loring Wolcott & Coolidge Fiduciary Advisors's SWAV Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 180 shares — an estimated $59.1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SWAV in Q4 2023 and held it in 2 quarters. The position peaked at $59.1K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 180 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $59.1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2023 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Shockwave Medical, Inc. Common Stock position peaked at $59.1K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.