PWMG
SWAV

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

Private Wealth Management 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
-47
Closed -$15.3K – 1625
2024
Q1 		$15.3K Buy
47
+6
+15% +$1.47K 0.01% 320
2023
Q4 		$7.81K Buy
+41
New +$7.75K ﹤0.01% 471

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 $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
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 Wealth Management Group's SWAV Position: Q2 2024 in Review

Private Wealth Management Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 47 shares — an estimated $15.3K sold.

Private Wealth Management Group first reported a position in SWAV in Q4 2023 and held it in 2 quarters. The position peaked at $15.3K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Private Wealth Management Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 47 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $15.3K.
  • Private Wealth Management Group first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Shockwave Medical, Inc. Common Stock position peaked at $15.3K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

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