MOACM
SWAV

Mutual of America Capital Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Mutual of America Capital 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
-27,192
Closed -$8.85M – 1491
2024
Q1 		$8.85M Sell
27,192
-1,225
-4% -$301K 0.1% 209
2023
Q4 		$5.42M Sell
28,417
-1,350
-5% -$255K 0.06% 397
2023
Q3 		$5.93M Sell
29,767
-9,321
-24% -$2.2M 0.07% 301
2023
Q2 		$11.2M Sell
39,088
-8,638
-18% -$2.4M 0.13% 137
2023
Q1 		$10.3M Sell
47,726
-1,468
-3% -$286K 0.12% 142
2022
Q4 		$10.1M Buy
49,194
+10,107
+26% +$2.56M 0.13% 152
2022
Q3 		$10.9M Buy
39,087
+9,171
+31% +$2.33M 0.15% 113
2022
Q2 		$5.72M Buy
+29,916
New +$5.28M 0.07% 366

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

Mutual of America Capital Management's SWAV Position: Q2 2024 in Review

Mutual of America Capital Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 27,192 shares — an estimated $8.85M sold.

Mutual of America Capital Management first reported a position in SWAV in Q2 2022 and held it in 8 quarters. The position peaked at $11.2M in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Mutual of America Capital Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Mutual of America Capital Management sold 27,192 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $8.85M.
  • Mutual of America Capital Management first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2022 and held it in 8 quarters.
  • Mutual of America Capital Management's Shockwave Medical, Inc. Common Stock position peaked at $11.2M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Mutual of America Capital Management's 13F filing for Q2 2024, filed 9 Aug 2024.