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

Principal Securities’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	-935	Closed	-$304K	–	3497
2024 Q1	$304K	Buy	935 +377	+68%	+$92.6K	0.01%	852
2023 Q4	$106K	Buy	+558	New	+$105K	﹤0.01%	1170

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 $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 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

Principal Securities's SWAV Position: Q2 2024 in Review

Principal Securities sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 935 shares — an estimated $304K sold.

Principal Securities first reported a position in SWAV in Q4 2023 and held it in 2 quarters. The position peaked at $304K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Principal Securities reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Principal Securities sold 935 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $304K.
Principal Securities first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2023 and held it in 2 quarters.
Principal Securities's Shockwave Medical, Inc. Common Stock position peaked at $304K in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Principal Securities's 13F filing for Q2 2024, filed 31 Jul 2024.