PFBT
SWAV

Parkside Financial Bank & Trust’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Parkside Financial Bank & Trust’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
-1
Closed -$326 – 2123
2024
Q1 		$326 Hold
1
– – ﹤0.01% 1836
2023
Q4 		$191 Sell
1
-1
-50% -$189 ﹤0.01% 1948
2023
Q3 		$399 Buy
2
+1
+100% +$236 ﹤0.01% 1940
2023
Q2 		$286 Buy
+1
New +$278 ﹤0.01% 1945
2022
Q4 		– Sell
-60
Closed -$17K – 2063
2022
Q3 		$17K Sell
60
-28
-32% -$7.12K 0.01% 866
2022
Q2 		$17K Buy
+88
New +$15.5K 0.01% 864

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 $11.5B AUM 18.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Parkside Financial Bank & Trust's SWAV Position: Q2 2024 in Review

Parkside Financial Bank & Trust sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1 share — an estimated $326 sold.

Parkside Financial Bank & Trust first reported a position in SWAV in Q2 2022 and held it in 6 quarters. The position peaked at $17K in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Parkside Financial Bank & Trust reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 1 Shockwave Medical, Inc. Common Stock share in Q2 2024, an estimated $326.
  • Parkside Financial Bank & Trust first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2022 and held it in 6 quarters.
  • Parkside Financial Bank & Trust's Shockwave Medical, Inc. Common Stock position peaked at $17K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2024, filed 5 Aug 2024.