Principal Financial Group
SWAV

Principal Financial Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Principal Financial Group’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
-139,482
Closed -$45.4M – 2503
2024
Q1 		$45.4M Sell
139,482
-10,607
-7% -$2.6M 0.03% 518
2023
Q4 		$28.6M Buy
150,089
+3,196
+2% +$604K 0.02% 663
2023
Q3 		$29.2M Buy
146,893
+1,587
+1% +$375K 0.02% 599
2023
Q2 		$41.5M Sell
145,306
-2,883
-2% -$801K 0.03% 486
2023
Q1 		$32.1M Sell
148,189
-229
-0.2% -$44.6K 0.02% 592
2022
Q4 		$30.5M Buy
148,418
+356
+0.2% +$90K 0.02% 585
2022
Q3 		$41.2M Sell
148,062
-95,126
-39% -$24.2M 0.03% 445
2022
Q2 		$46.5M Buy
243,188
+232,996
+2,286% +$41.1M 0.03% 431
2022
Q1 		$2.11M Buy
10,192
+228
+2% +$37.6K ﹤0.01% 1854
2021
Q4 		$1.78M Sell
9,964
-39,802
-80% -$7.85M ﹤0.01% 1868
2021
Q3 		$10.2M Buy
49,766
+299
+0.6% +$58.7K 0.01% 1390
2021
Q2 		$9.39M Sell
49,467
-14,243
-22% -$2.33M 0.01% 1462
2021
Q1 		$8.3M Buy
63,710
+4,118
+7% +$494K 0.01% 1474
2020
Q4 		$6.18M Buy
59,592
+49,346
+482% +$4.27M ﹤0.01% 1482
2020
Q3 		$777K Sell
10,246
-200
-2% -$11.3K ﹤0.01% 1919
2020
Q2 		$495K Buy
+10,446
New +$430K ﹤0.01% 1974

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

Principal Financial Group's SWAV Position: Q2 2024 in Review

Principal Financial Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 139,482 shares — an estimated $45.4M sold.

Principal Financial Group first reported a position in SWAV in Q2 2020 and held it in 16 quarters. The position peaked at $46.5M in Q2 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Principal Financial Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 139,482 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $45.4M.
  • Principal Financial Group first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2020 and held it in 16 quarters.
  • Principal Financial Group's Shockwave Medical, Inc. Common Stock position peaked at $46.5M in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.