NIM
SWAV

NEOS Investment Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

NEOS Investment 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
-5,692
Closed -$1.85M – 589
2024
Q1 		$1.85M Buy
5,692
+4,106
+259% +$1.01M 0.11% 169
2023
Q4 		$302K Buy
+1,586
New +$300K 0.03% 385

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

NEOS Investment Management's SWAV Position: Q2 2024 in Review

NEOS Investment Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 5,692 shares — an estimated $1.85M sold.

NEOS Investment Management first reported a position in SWAV in Q4 2023 and held it in 2 quarters. The position peaked at $1.85M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • NEOS Investment Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • NEOS Investment Management sold 5,692 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.85M.
  • NEOS Investment Management first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2023 and held it in 2 quarters.
  • NEOS Investment Management's Shockwave Medical, Inc. Common Stock position peaked at $1.85M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on NEOS Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.