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

MONECO 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	-1,034	Closed	-$337K	–	450
2024 Q1	$337K	Buy	+1,034	New	+$254K	0.05%	295
2023 Q3	–	Sell	-813	Closed	-$232K	–	356
2023 Q2	$232K	Buy	+813	New	+$226K	0.06%	295
2022 Q4	–	Sell	-813	Closed	-$226K	–	283
2022 Q3	$226K	Buy	+813	New	+$207K	0.09%	220
2021 Q4	–	Sell	-1,711	Closed	-$352K	–	276
2021 Q3	$352K	Hold	1,711	–	–	0.14%	156
2021 Q2	$325K	Hold	1,711	–	–	0.15%	148
2021 Q1	$223K	Buy	+1,711	New	+$205K	0.11%	192

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 $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 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

MONECO Advisors's SWAV Position: Q2 2024 in Review

MONECO Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,034 shares — an estimated $337K sold.

MONECO Advisors first reported a position in SWAV in Q1 2021 and held it in 6 quarters. The position peaked at $352K in Q3 2021. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

MONECO Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
MONECO Advisors sold 1,034 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $337K.
MONECO Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2021 and held it in 6 quarters.
MONECO Advisors's Shockwave Medical, Inc. Common Stock position peaked at $352K in Q3 2021.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on MONECO Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.