LPL Financial
SWAV

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

LPL Financial’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
-27,250
Closed -$8.87M – 5179
2024
Q1 		$8.87M Buy
27,250
+1,899
+7% +$466K ﹤0.01% 1415
2023
Q4 		$4.83M Buy
25,351
+1,997
+9% +$377K ﹤0.01% 1709
2023
Q3 		$4.65M Sell
23,354
-2,548
-10% -$603K ﹤0.01% 1637
2023
Q2 		$7.39M Buy
25,902
+1,651
+7% +$458K 0.01% 1323
2023
Q1 		$5.26M Sell
24,251
-1,166
-5% -$227K ﹤0.01% 1475
2022
Q4 		$5.23M Buy
25,417
+3,439
+16% +$870K ﹤0.01% 1421
2022
Q3 		$6.11M Buy
21,978
+2,562
+13% +$652K 0.01% 1242
2022
Q2 		$3.71M Sell
19,416
-5,308
-21% -$937K ﹤0.01% 1589
2022
Q1 		$5.13M Sell
24,724
-3,358
-12% -$554K ﹤0.01% 1420
2021
Q4 		$5.01M Buy
28,082
+1,676
+6% +$331K ﹤0.01% 1462
2021
Q3 		$5.44M Buy
26,406
+3,266
+14% +$641K 0.01% 1348
2021
Q2 		$4.39M Buy
23,140
+981
+4% +$161K ﹤0.01% 1441
2021
Q1 		$2.89M Buy
22,159
+2,060
+10% +$247K ﹤0.01% 1590
2020
Q4 		$2.08M Buy
20,099
+1,353
+7% +$117K ﹤0.01% 1649
2020
Q3 		$1.42M Sell
18,746
-1,395
-7% -$79.1K ﹤0.01% 1670
2020
Q2 		$954K Buy
20,141
+510
+3% +$21K ﹤0.01% 1856
2020
Q1 		$651K Sell
19,631
-6,000
-23% -$238K ﹤0.01% 1920
2019
Q4 		$1.13M Buy
25,631
+13,011
+103% +$481K ﹤0.01% 1742
2019
Q3 		$378K Sell
12,620
-23,139
-65% -$983K ﹤0.01% 2492
2019
Q2 		$2.04M Buy
+35,759
New +$1.74M ﹤0.01% 1237

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 $4.82B AUM 20.19% 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

LPL Financial's SWAV Position: Q2 2024 in Review

LPL Financial sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 27,250 shares — an estimated $8.87M sold.

LPL Financial first reported a position in SWAV in Q2 2019 and held it in 20 quarters. The position peaked at $8.87M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • LPL Financial reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 27,250 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $8.87M.
  • LPL Financial first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2019 and held it in 20 quarters.
  • LPL Financial's Shockwave Medical, Inc. Common Stock position peaked at $8.87M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.