Northwestern Mutual Wealth Management
SWAV

Northwestern Mutual Wealth Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Northwestern Mutual Wealth 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
-637
Closed -$207K – 3884
2024
Q1 		$207K Sell
637
-35
-5% -$8.59K ﹤0.01% 1543
2023
Q4 		$128K Buy
672
+4
+0.6% +$756 ﹤0.01% 1688
2023
Q3 		$133K Buy
668
+1
+0.1% +$236 ﹤0.01% 1602
2023
Q2 		$190K Buy
667
+435
+188% +$121K ﹤0.01% 1486
2023
Q1 		$50.3K Sell
232
-99
-30% -$19.3K ﹤0.01% 1939
2022
Q4 		$68.1K Buy
331
+101
+44% +$25.5K ﹤0.01% 1809
2022
Q3 		$64K Sell
230
-19
-8% -$4.83K ﹤0.01% 1812
2022
Q2 		$48K Buy
249
+19
+8% +$3.35K ﹤0.01% 1934
2022
Q1 		$47K Buy
230
+30
+15% +$4.95K ﹤0.01% 1977
2021
Q4 		$36K Hold
200
– – ﹤0.01% 2109
2021
Q3 		$41K Hold
200
– – ﹤0.01% 1966
2021
Q2 		$38K Hold
200
– – ﹤0.01% 1957
2021
Q1 		$26K Hold
200
– – ﹤0.01% 1967
2020
Q4 		$21K Buy
+200
New +$17.3K ﹤0.01% 1950

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

Northwestern Mutual Wealth Management's SWAV Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 637 shares — an estimated $207K sold.

Northwestern Mutual Wealth Management first reported a position in SWAV in Q4 2020 and held it in 14 quarters. The position peaked at $207K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 637 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $207K.
  • Northwestern Mutual Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2020 and held it in 14 quarters.
  • Northwestern Mutual Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $207K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.