MPWT
SWAV

MassMutual Private Wealth & Trust’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

MassMutual Private Wealth & Trust’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
-38
Closed -$12.4K – 2249
2024
Q1 		$12.4K Buy
38
+17
+81% +$4.17K ﹤0.01% 971
2023
Q4 		$4K Sell
21
-31
-60% -$5.86K ﹤0.01% 1296
2023
Q3 		$10.4K Sell
52
-18
-26% -$4.26K ﹤0.01% 990
2023
Q2 		$20K Buy
70
+29
+71% +$8.05K ﹤0.01% 764
2023
Q1 		$8.89K Buy
41
+15
+58% +$2.92K ﹤0.01% 984
2022
Q4 		$5K Sell
26
-13
-33% -$3.29K ﹤0.01% 1024
2022
Q3 		$11K Buy
39
+23
+144% +$5.85K ﹤0.01% 744
2022
Q2 		$3K Buy
16
+5
+45% +$883 ﹤0.01% 1096
2022
Q1 		$2K Buy
+11
New +$1.81K ﹤0.01% 1229

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

MassMutual Private Wealth & Trust's SWAV Position: Q2 2024 in Review

MassMutual Private Wealth & Trust sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 38 shares — an estimated $12.4K sold.

MassMutual Private Wealth & Trust first reported a position in SWAV in Q1 2022 and held it in 9 quarters. The position peaked at $20K in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • MassMutual Private Wealth & Trust reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 38 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $12.4K.
  • MassMutual Private Wealth & Trust first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2022 and held it in 9 quarters.
  • MassMutual Private Wealth & Trust's Shockwave Medical, Inc. Common Stock position peaked at $20K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2024, filed 2 Jul 2024.