OPS
SWAV

Orion Portfolio Solutions’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Orion Portfolio Solutions’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
-7,436
Closed -$2.42M – 1826
2024
Q1 		$2.42M Buy
7,436
+467
+7% +$115K 0.03% 570
2023
Q4 		$1.44M Sell
6,969
-615
-8% -$116K 0.02% 784
2023
Q3 		$1.51M Sell
7,584
-1,825
-19% -$432K 0.02% 731
2023
Q2 		$2.69M Sell
9,409
-1,510
-14% -$419K 0.03% 517
2023
Q1 		$2.37M Buy
+10,919
New +$2.13M 0.03% 525

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

Orion Portfolio Solutions's SWAV Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 7,436 shares — an estimated $2.42M sold.

Orion Portfolio Solutions first reported a position in SWAV in Q1 2023 and held it in 5 quarters. The position peaked at $2.69M in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Orion Portfolio Solutions reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7,436 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $2.42M.
  • Orion Portfolio Solutions first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2023 and held it in 5 quarters.
  • Orion Portfolio Solutions's Shockwave Medical, Inc. Common Stock position peaked at $2.69M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.