NFSG
SWAV

Newbridge Financial Services Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Newbridge Financial Services 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
-3
Closed -$977 – 1250
2024
Q1 		$977 Buy
+3
New +$737 ﹤0.01% 1044
2022
Q3 		– Sell
-33
Closed -$6K – 1504
2022
Q2 		$6K Hold
33
– – ﹤0.01% 995
2022
Q1 		$7K Hold
33
– – ﹤0.01% 1038
2021
Q4 		$6K Hold
33
– – ﹤0.01% 1049
2021
Q3 		$7K Hold
33
– – ﹤0.01% 962
2021
Q2 		$6K Hold
33
– – ﹤0.01% 1104
2021
Q1 		$4K Sell
33
-31
-48% -$3.72K ﹤0.01% 1095
2020
Q4 		$7K Hold
64
– – 0.01% 802
2020
Q3 		$5K Buy
+64
New +$3.63K ﹤0.01% 824

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 $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

Newbridge Financial Services Group's SWAV Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 3 shares — an estimated $977 sold.

Newbridge Financial Services Group first reported a position in SWAV in Q3 2020 and held it in 9 quarters. The position peaked at $7K in Q1 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Newbridge Financial Services Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 3 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $977.
  • Newbridge Financial Services Group first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2020 and held it in 9 quarters.
  • Newbridge Financial Services Group's Shockwave Medical, Inc. Common Stock position peaked at $7K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.