PAG
SWAV

Private Advisor Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Private Advisor 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
-1,274
Closed -$415K – 2495
2024
Q1 		$415K Buy
+1,274
New +$313K ﹤0.01% 1633
2023
Q3 		– Sell
-886
Closed -$253K – 2384
2023
Q2 		$253K Buy
+886
New +$246K ﹤0.01% 1729
2020
Q4 		– Sell
-10,950
Closed -$524K – 1832
2020
Q3 		$524K Hold
10,950
– – 0.01% 1044
2020
Q2 		$518K Sell
10,950
-200
-2% -$8.24K 0.01% 1005
2020
Q1 		$370K Buy
11,150
+4,500
+68% +$179K 0.01% 1001
2019
Q4 		$292K Buy
+6,650
New +$246K ﹤0.01% 1287

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

Private Advisor Group's SWAV Position: Q2 2024 in Review

Private Advisor Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,274 shares — an estimated $415K sold.

Private Advisor Group first reported a position in SWAV in Q4 2019 and held it in 6 quarters. The position peaked at $524K in Q3 2020. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Private Advisor Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Private Advisor Group sold 1,274 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $415K.
  • Private Advisor Group first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2019 and held it in 6 quarters.
  • Private Advisor Group's Shockwave Medical, Inc. Common Stock position peaked at $524K in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Private Advisor Group's 13F filing for Q2 2024, filed 5 Aug 2024.