PA
SWAV

Profund Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Profund Advisors’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
-1,464
Closed -$477K – 1189
2024
Q1 		$477K Buy
1,464
+264
+22% +$64.8K 0.02% 593
2023
Q4 		$229K Buy
+1,200
New +$227K 0.01% 957
2023
Q3 		– Sell
-1,150
Closed -$328K – 1095
2023
Q2 		$328K Sell
1,150
-782
-40% -$217K 0.02% 674
2023
Q1 		$419K Sell
1,932
-469
-20% -$91.4K 0.03% 563
2022
Q4 		$494K Buy
2,401
+15
+0.6% +$3.79K 0.03% 419
2022
Q3 		$663K Buy
2,386
+45
+2% +$11.4K 0.05% 318
2022
Q2 		$448K Buy
2,341
+952
+69% +$168K 0.03% 464
2022
Q1 		$288K Sell
1,389
-228
-14% -$37.6K 0.01% 971
2021
Q4 		$288K Buy
1,617
+174
+12% +$34.3K 0.01% 1013
2021
Q3 		$297K Buy
+1,443
New +$283K 0.01% 964

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 $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

Profund Advisors's SWAV Position: Q2 2024 in Review

Profund Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,464 shares — an estimated $477K sold.

Profund Advisors first reported a position in SWAV in Q3 2021 and held it in 10 quarters. The position peaked at $663K in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Profund Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Profund Advisors sold 1,464 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $477K.
  • Profund Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2021 and held it in 10 quarters.
  • Profund Advisors's Shockwave Medical, Inc. Common Stock position peaked at $663K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Profund Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.