ORI
SWAV

Oak Ridge Investments’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Oak Ridge Investments’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
-8,747
Closed -$2.85M – 157
2024
Q1 		$2.85M Sell
8,747
-317
-3% -$77.8K 0.29% 80
2023
Q4 		$1.73M Sell
9,064
-954
-10% -$180K 0.2% 98
2023
Q3 		$1.99M Buy
10,018
+1,666
+20% +$394K 0.25% 97
2023
Q2 		$2.38M Sell
8,352
-280
-3% -$77.8K 0.29% 94
2023
Q1 		$1.87M Sell
8,632
-549
-6% -$107K 0.25% 101
2022
Q4 		$1.89M Sell
9,181
-200
-2% -$50.6K 0.28% 99
2022
Q3 		$2.61M Sell
9,381
-6,463
-41% -$1.64M 0.4% 86
2022
Q2 		$3.03M Sell
15,844
-1,007
-6% -$178K 0.44% 73
2022
Q1 		$3.49M Buy
+16,851
New +$2.78M 0.39% 80

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

Oak Ridge Investments's SWAV Position: Q2 2024 in Review

Oak Ridge Investments sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 8,747 shares — an estimated $2.85M sold.

Oak Ridge Investments first reported a position in SWAV in Q1 2022 and held it in 9 quarters. The position peaked at $3.49M in Q1 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Oak Ridge Investments reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Oak Ridge Investments sold 8,747 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $2.85M.
  • Oak Ridge Investments first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2022 and held it in 9 quarters.
  • Oak Ridge Investments's Shockwave Medical, Inc. Common Stock position peaked at $3.49M in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Oak Ridge Investments's 13F filing for Q2 2024, filed 16 Jul 2024.