Mercer Global Advisors
SWAV

Mercer Global Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Mercer Global 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
-3,085
Closed -$1M – 2063
2024
Q1 		$1M Buy
3,085
+781
+34% +$192K ﹤0.01% 963
2023
Q4 		$439K Buy
2,304
+188
+9% +$35.5K ﹤0.01% 1397
2023
Q3 		$421K Buy
2,116
+1,110
+110% +$263K ﹤0.01% 1335
2023
Q2 		$287K Buy
+1,006
New +$279K ﹤0.01% 1539
2022
Q1 		– Sell
-1,993
Closed -$355K – 1957
2021
Q4 		$355K Buy
+1,993
New +$393K ﹤0.01% 1377

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 $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mercer Global Advisors's SWAV Position: Q2 2024 in Review

Mercer Global Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 3,085 shares — an estimated $1M sold.

Mercer Global Advisors first reported a position in SWAV in Q4 2021 and held it in 5 quarters. The position peaked at $1M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Mercer Global Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 3,085 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1M.
  • Mercer Global Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
  • Mercer Global Advisors's Shockwave Medical, Inc. Common Stock position peaked at $1M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Mercer Global Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.