MML Investors Services
SWAV

MML Investors Services’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

MML Investors Services’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
-2,310
Closed -$752K – 2602
2024
Q1 		$752K Buy
2,310
+427
+23% +$105K ﹤0.01% 1577
2023
Q4 		$359K Buy
1,883
+639
+51% +$121K ﹤0.01% 1945
2023
Q3 		$248K Buy
1,244
+285
+30% +$67.4K ﹤0.01% 2040
2023
Q2 		$274K Sell
959
-177
-16% -$49.2K ﹤0.01% 1989
2023
Q1 		$246K Sell
1,136
-3
-0.3% -$585 ﹤0.01% 1802
2022
Q4 		$234K Buy
1,139
+344
+43% +$87K ﹤0.01% 1940
2022
Q3 		$221K Buy
+795
New +$202K ﹤0.01% 1879

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

MML Investors Services's SWAV Position: Q2 2024 in Review

MML Investors Services sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,310 shares — an estimated $752K sold.

MML Investors Services first reported a position in SWAV in Q3 2022 and held it in 7 quarters. The position peaked at $752K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • MML Investors Services reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • MML Investors Services sold 2,310 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $752K.
  • MML Investors Services first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2022 and held it in 7 quarters.
  • MML Investors Services's Shockwave Medical, Inc. Common Stock position peaked at $752K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on MML Investors Services's 13F filing for Q2 2024, filed 14 Aug 2024.