PFGIA
SWAV

Patriot Financial Group Insurance Agency’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Patriot Financial Group Insurance Agency’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
-790
Closed -$257K – 518
2024
Q1 		$257K Buy
+790
New +$194K 0.04% 401

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

Patriot Financial Group Insurance Agency's SWAV Position: Q2 2024 in Review

Patriot Financial Group Insurance Agency sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 790 shares — an estimated $257K sold.

Patriot Financial Group Insurance Agency first reported a position in SWAV in Q1 2024 and held it in 1 quarter. The position peaked at $257K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Patriot Financial Group Insurance Agency reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 790 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $257K.
  • Patriot Financial Group Insurance Agency first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2024 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Shockwave Medical, Inc. Common Stock position peaked at $257K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2024, filed 26 Jul 2024.