NYLIM
SWAV

New York Life Investment Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

New York Life 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
-4,172
Closed -$1.36M – 1368
2024
Q1 		$1.36M Sell
4,172
-168
-4% -$41.2K 0.01% 619
2023
Q4 		$827K Sell
4,340
-50
-1% -$9.45K 0.01% 705
2023
Q3 		$874K Buy
4,390
+2,205
+101% +$521K 0.01% 650
2023
Q2 		$624K Buy
+2,185
New +$607K 0.01% 639

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

New York Life Investment Management's SWAV Position: Q2 2024 in Review

New York Life Investment Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 4,172 shares — an estimated $1.36M sold.

New York Life Investment Management first reported a position in SWAV in Q2 2023 and held it in 4 quarters. The position peaked at $1.36M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • New York Life Investment Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 4,172 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.36M.
  • New York Life Investment Management first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2023 and held it in 4 quarters.
  • New York Life Investment Management's Shockwave Medical, Inc. Common Stock position peaked at $1.36M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.