MBFW
SWAV

Morton Brown Family Wealth’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Morton Brown Family Wealth’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
-100
Closed -$32.6K – 238
2024
Q1 		$32.6K Hold
100
– – 0.01% 105
2023
Q4 		$19.1K Buy
+100
New +$18.9K 0.01% 145

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 $11.5B AUM 18.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morton Brown Family Wealth's SWAV Position: Q2 2024 in Review

Morton Brown Family Wealth sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 100 shares — an estimated $32.6K sold.

Morton Brown Family Wealth first reported a position in SWAV in Q4 2023 and held it in 2 quarters. The position peaked at $32.6K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Morton Brown Family Wealth reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 100 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $32.6K.
  • Morton Brown Family Wealth first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2023 and held it in 2 quarters.
  • Morton Brown Family Wealth's Shockwave Medical, Inc. Common Stock position peaked at $32.6K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Morton Brown Family Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.