Moody Aldrich Partners’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Moody Aldrich Partners’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	-615	Closed	-$200K	–	248
2024 Q1	$200K	Buy	+615	New	+$151K	0.03%	215
2023 Q3	–	Sell	-702	Closed	-$200K	–	219
2023 Q2	$200K	Sell	702 -19,345	-96%	-$5.37M	0.04%	152
2023 Q1	$4.35M	Sell	20,047 -738	-4%	-$144K	0.88%	47
2022 Q4	$4.27M	Buy	20,785 +7,210	+53%	+$1.82M	0.87%	51
2022 Q3	$3.77M	Sell	13,575 -26,653	-66%	-$6.78M	0.78%	59
2022 Q2	$7.69M	Buy	40,228 +12,167	+43%	+$2.15M	1.51%	17
2022 Q1	$5.82M	Buy	+28,061	New	+$4.63M	0.82%	50

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 $11.5B AUM 18.82% 1-Year Est. Return

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

Moody Aldrich Partners's SWAV Position: Q2 2024 in Review

Moody Aldrich Partners sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 615 shares — an estimated $200K sold.

Moody Aldrich Partners first reported a position in SWAV in Q1 2022 and held it in 7 quarters. The position peaked at $7.69M in Q2 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Moody Aldrich Partners reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Moody Aldrich Partners sold 615 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $200K.
Moody Aldrich Partners first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2022 and held it in 7 quarters.
Moody Aldrich Partners's Shockwave Medical, Inc. Common Stock position peaked at $7.69M in Q2 2022.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Moody Aldrich Partners's 13F filing for Q2 2024, filed 24 Jul 2024.