Polar Capital Holdings’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Polar Capital Holdings’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	-18,124	Closed	-$5.9M	–	303
2024 Q1	$5.9M	Sell	18,124 -108,784	-86%	-$26.7M	0.03%	228
2023 Q4	$24.2M	Buy	+126,908	New	+$24M	0.15%	118
2022 Q3	–	Sell	-5,273	Closed	-$1.01K	–	452
2022 Q2	$1.01K	Hold	5,273	–	–	0.01%	302
2022 Q1	$1.09K	Buy	5,273 +2,963	+128%	+$488K	﹤0.01%	329
2021 Q4	$412	Hold	2,310	–	–	﹤0.01%	389
2021 Q3	$476	Hold	2,310	–	–	﹤0.01%	337
2021 Q2	$438	Buy	+2,310	New	+$378K	﹤0.01%	341

Other funds holding SWAV

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Polar Capital Holdings's SWAV Position: Q2 2024 in Review

Polar Capital Holdings sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 18,124 shares — an estimated $5.9M sold.

Polar Capital Holdings first reported a position in SWAV in Q2 2021 and held it in 7 quarters. The position peaked at $24.2M in Q4 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Polar Capital Holdings reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Polar Capital Holdings sold 18,124 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $5.9M.
Polar Capital Holdings first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2021 and held it in 7 quarters.
Polar Capital Holdings's Shockwave Medical, Inc. Common Stock position peaked at $24.2M in Q4 2023.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Polar Capital Holdings's 13F filing for Q2 2024, filed 14 Aug 2024.