OAM
SWAV

Oppenheimer Asset Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Oppenheimer Asset 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
-2,444
Closed -$796K – 1195
2024
Q1 		$796K Buy
2,444
+17
+0.7% +$4.17K 0.01% 736
2023
Q4 		$462K Sell
2,427
-414
-15% -$78.2K 0.01% 882
2023
Q3 		$566K Sell
2,841
-623
-18% -$147K 0.01% 821
2023
Q2 		$989K Sell
3,464
-175
-5% -$48.6K 0.01% 706
2023
Q1 		$789K Sell
3,639
-315
-8% -$61.4K 0.01% 739
2022
Q4 		$813K Sell
3,954
-321
-8% -$81.2K 0.01% 725
2022
Q3 		$1.19M Sell
4,275
-100
-2% -$25.4K 0.02% 603
2022
Q2 		$836K Sell
4,375
-170
-4% -$30K 0.01% 725
2022
Q1 		$942K Sell
4,545
-71
-2% -$11.7K 0.01% 758
2021
Q4 		$823K Sell
4,616
-115
-2% -$22.7K 0.01% 835
2021
Q3 		$974K Sell
4,731
-125
-3% -$24.5K 0.01% 751
2021
Q2 		$921K Sell
4,856
-113
-2% -$18.5K 0.01% 777
2021
Q1 		$647K Sell
4,969
-178
-3% -$21.4K 0.01% 852
2020
Q4 		$534K Buy
+5,147
New +$446K 0.01% 857

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 $4.82B AUM 20.19% 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

Oppenheimer Asset Management's SWAV Position: Q2 2024 in Review

Oppenheimer Asset Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,444 shares — an estimated $796K sold.

Oppenheimer Asset Management first reported a position in SWAV in Q4 2020 and held it in 14 quarters. The position peaked at $1.19M in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Oppenheimer Asset Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Oppenheimer Asset Management sold 2,444 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $796K.
  • Oppenheimer Asset Management first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2020 and held it in 14 quarters.
  • Oppenheimer Asset Management's Shockwave Medical, Inc. Common Stock position peaked at $1.19M in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Oppenheimer Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.