PAI
SWAV

Pittenger & Anderson Inc’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Pittenger & Anderson Inc’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
-50
Closed -$16.3K – 465
2024
Q1 		$16.3K Hold
50
– – ﹤0.01% 341
2023
Q4 		$9.53K Sell
50
-20
-29% -$3.78K ﹤0.01% 371
2023
Q3 		$13.9K Buy
70
+20
+40% +$4.73K ﹤0.01% 326
2023
Q2 		$14.3K Hold
50
– – ﹤0.01% 340
2023
Q1 		$10.8K Hold
50
– – ﹤0.01% 349
2022
Q4 		$10.3K Sell
50
-26
-34% -$6.57K ﹤0.01% 341
2022
Q3 		$21K Buy
76
+6
+9% +$1.53K ﹤0.01% 311
2022
Q2 		$13K Hold
70
– – ﹤0.01% 335
2022
Q1 		$15K Buy
70
+5
+8% +$824 ﹤0.01% 337
2021
Q4 		$12K Hold
65
– – ﹤0.01% 342
2021
Q3 		$13K Buy
65
+6
+10% +$1.18K ﹤0.01% 349
2021
Q2 		$11K Buy
59
+4
+7% +$655 ﹤0.01% 327
2021
Q1 		$7K Hold
55
– – ﹤0.01% 332
2020
Q4 		$6K Hold
55
– – ﹤0.01% 329
2020
Q3 		$4K Hold
55
– – ﹤0.01% 329
2020
Q2 		$3K Hold
55
– – ﹤0.01% 337
2020
Q1 		$2K Hold
55
– – ﹤0.01% 336
2019
Q4 		$2K Buy
55
+30
+120% +$1.11K ﹤0.01% 351
2019
Q3 		$1K Buy
+25
New +$1.06K ﹤0.01% 362

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

Pittenger & Anderson Inc's SWAV Position: Q2 2024 in Review

Pittenger & Anderson Inc sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 50 shares — an estimated $16.3K sold.

Pittenger & Anderson Inc first reported a position in SWAV in Q3 2019 and held it in 19 quarters. The position peaked at $21K in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Pittenger & Anderson Inc reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 50 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $16.3K.
  • Pittenger & Anderson Inc first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2019 and held it in 19 quarters.
  • Pittenger & Anderson Inc's Shockwave Medical, Inc. Common Stock position peaked at $21K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2024, filed 9 Aug 2024.