Motley Fool Asset Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Motley Fool Asset Management’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	-61,960	Closed	-$20.2M	–	219
2024 Q1	$20.2M	Sell	61,960 -1,847	-3%	-$453K	1.3%	16
2023 Q4	$12.2M	Buy	63,807 +54,394	+578%	+$10.3M	0.91%	31
2023 Q3	$1.87M	Buy	+9,413	New	+$2.23M	0.15%	108
2022 Q1	–	Sell	-16	Closed	-$3K	–	334
2021 Q4	$3K	Buy	+16	New	+$3.16K	﹤0.01%	269

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

Motley Fool Asset Management's SWAV Position: Q2 2024 in Review

Motley Fool Asset Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 61,960 shares — an estimated $20.2M sold.

Motley Fool Asset Management first reported a position in SWAV in Q4 2021 and held it in 4 quarters. The position peaked at $20.2M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Motley Fool Asset Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Motley Fool Asset Management sold 61,960 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $20.2M.
Motley Fool Asset Management first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2021 and held it in 4 quarters.
Motley Fool Asset Management's Shockwave Medical, Inc. Common Stock position peaked at $20.2M in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Motley Fool Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.