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

Mariner’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	-4,811	Closed	-$1.57M	–	3320
2024 Q1	$1.57M	Buy	4,811 +101	+2%	+$24.8K	﹤0.01%	1236
2023 Q4	$898K	Buy	4,710 +1,276	+37%	+$241K	﹤0.01%	1506
2023 Q3	$684K	Sell	3,434 -478	-12%	-$113K	﹤0.01%	1562
2023 Q2	$1.12M	Buy	3,912 +113	+3%	+$31.4K	﹤0.01%	1238
2023 Q1	$823K	Buy	3,799 +47	+1%	+$9.16K	﹤0.01%	1381
2022 Q4	$771K	Buy	3,752 +185	+5%	+$46.8K	﹤0.01%	1373
2022 Q3	$992K	Buy	+3,567	New	+$907K	﹤0.01%	1049

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

Mariner's SWAV Position: Q2 2024 in Review

Mariner sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 4,811 shares — an estimated $1.57M sold.

Mariner first reported a position in SWAV in Q3 2022 and held it in 7 quarters. The position peaked at $1.57M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Mariner reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Mariner sold 4,811 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.57M.
Mariner first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2022 and held it in 7 quarters.
Mariner's Shockwave Medical, Inc. Common Stock position peaked at $1.57M in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Mariner's 13F filing for Q2 2024, filed 13 Aug 2024.