Neuberger Berman Group
SWAV

Neuberger Berman Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Neuberger Berman Group’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
-178,880
Closed -$58.2M – 1984
2024
Q1 		$58.2M Buy
178,880
+35,716
+25% +$8.77M 0.05% 401
2023
Q4 		$27.3M Buy
143,164
+67,236
+89% +$12.7M 0.02% 542
2023
Q3 		$15.1M Sell
75,928
-9,006
-11% -$2.13M 0.01% 654
2023
Q2 		$24.2M Buy
84,934
+30,131
+55% +$8.37M 0.02% 565
2023
Q1 		$11.9M Buy
54,803
+42,334
+340% +$8.25M 0.01% 721
2022
Q4 		$2.56M Buy
+12,469
New +$3.15M ﹤0.01% 1016

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 $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Neuberger Berman Group's SWAV Position: Q2 2024 in Review

Neuberger Berman Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 178,880 shares — an estimated $58.2M sold.

Neuberger Berman Group first reported a position in SWAV in Q4 2022 and held it in 6 quarters. The position peaked at $58.2M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Neuberger Berman Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Neuberger Berman Group sold 178,880 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $58.2M.
  • Neuberger Berman Group first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 6 quarters.
  • Neuberger Berman Group's Shockwave Medical, Inc. Common Stock position peaked at $58.2M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Neuberger Berman Group's 13F filing for Q2 2024, filed 13 Aug 2024.