Nisa Investment Advisors
SWAV

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

Nisa Investment 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
-2,180
Closed -$710K – 2996
2024
Q1 		$710K Buy
2,180
+43
+2% +$10.6K ﹤0.01% 967
2023
Q4 		$407K Sell
2,137
-98
-4% -$18.5K ﹤0.01% 1112
2023
Q3 		$445K Sell
2,235
-3
-0.1% -$709 ﹤0.01% 1096
2023
Q2 		$639K Buy
2,238
+1,185
+113% +$329K ﹤0.01% 1006
2023
Q1 		$228K Sell
1,053
-592
-36% -$115K ﹤0.01% 1282
2022
Q4 		$338K Sell
1,645
-38
-2% -$9.61K ﹤0.01% 1230
2022
Q3 		$483K Buy
1,683
+893
+113% +$227K ﹤0.01% 1049
2022
Q2 		$151K Sell
790
-248
-24% -$43.8K ﹤0.01% 1380
2022
Q1 		$215K Buy
1,038
+48
+5% +$7.91K ﹤0.01% 1351
2021
Q4 		$144K Sell
990
-60
-6% -$11.8K ﹤0.01% 1382
2021
Q3 		$216 Hold
1,050
– – ﹤0.01% 1377
2021
Q2 		$199 Hold
1,050
– – ﹤0.01% 1413
2021
Q1 		$137 Buy
1,050
+200
+24% +$24K ﹤0.01% 1618
2020
Q4 		$88K Hold
850
– – ﹤0.01% 1790
2020
Q3 		$64K Buy
+850
New +$48.2K ﹤0.01% 1706

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 $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Nisa Investment Advisors's SWAV Position: Q2 2024 in Review

Nisa Investment Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,180 shares — an estimated $710K sold.

Nisa Investment Advisors first reported a position in SWAV in Q3 2020 and held it in 15 quarters. The position peaked at $710K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Nisa Investment Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Nisa Investment Advisors sold 2,180 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $710K.
  • Nisa Investment Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2020 and held it in 15 quarters.
  • Nisa Investment Advisors's Shockwave Medical, Inc. Common Stock position peaked at $710K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Nisa Investment Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.