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SWAV

NewEdge Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

NewEdge Advisors’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
-1,168
Closed -$380K – 4047
2024
Q1 		$380K Buy
1,168
+1,082
+1,258% +$266K ﹤0.01% 1508
2023
Q4 		$16.4K Buy
86
+47
+121% +$8.88K ﹤0.01% 2651
2023
Q3 		$7.76K Buy
39
+6
+18% +$1.42K ﹤0.01% 2665
2023
Q2 		$9.42K Sell
33
-1,852
-98% -$514K ﹤0.01% 2613
2023
Q1 		$409K Buy
1,885
+1,403
+291% +$273K 0.01% 1200
2022
Q4 		$38.1K Buy
+482
New +$122K ﹤0.01% 1839

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

NewEdge Advisors's SWAV Position: Q2 2024 in Review

NewEdge Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,168 shares — an estimated $380K sold.

NewEdge Advisors first reported a position in SWAV in Q4 2022 and held it in 6 quarters. The position peaked at $409K in Q1 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • NewEdge Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 1,168 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $380K.
  • NewEdge Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 6 quarters.
  • NewEdge Advisors's Shockwave Medical, Inc. Common Stock position peaked at $409K in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.