PFS
SWAV

Prospera Financial Services’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Prospera Financial Services’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
-3,743
Closed -$1.22M – 1197
2024
Q1 		$1.22M Sell
3,743
-785
-17% -$193K 0.04% 449
2023
Q4 		$863K Buy
4,528
+723
+19% +$137K 0.03% 505
2023
Q3 		$758K Buy
3,805
+308
+9% +$72.8K 0.03% 496
2023
Q2 		$998K Sell
3,497
-1,228
-26% -$341K 0.04% 417
2023
Q1 		$1.02M Sell
4,725
-55
-1% -$10.7K 0.04% 420
2022
Q4 		$983K Buy
4,780
+122
+3% +$30.8K 0.05% 359
2022
Q3 		$1.29M Sell
4,658
-3,572
-43% -$908K 0.07% 312
2022
Q2 		$1.57M Sell
8,230
-34
-0.4% -$6K 0.08% 281
2022
Q1 		$1.71M Sell
8,264
-202
-2% -$33.3K 0.07% 304
2021
Q4 		$1.51M Buy
8,466
+2,348
+38% +$463K 0.07% 324
2021
Q3 		$1.26M Buy
6,118
+887
+17% +$174K 0.06% 328
2021
Q2 		$993K Sell
5,231
-1,448
-22% -$237K 0.05% 380
2021
Q1 		$870K Buy
6,679
+2,102
+46% +$252K 0.05% 368
2020
Q4 		$475K Buy
+4,577
New +$396K 0.03% 431
2020
Q3 		– Sell
-5,632
Closed -$267K – 1713
2020
Q2 		$267K Buy
+5,632
New +$232K 0.02% 473
2020
Q1 		– Sell
-5,187
Closed -$228K – 637
2019
Q4 		$228K Buy
+5,187
New +$192K 0.02% 540

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

Prospera Financial Services's SWAV Position: Q2 2024 in Review

Prospera Financial Services sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 3,743 shares — an estimated $1.22M sold.

Prospera Financial Services first reported a position in SWAV in Q4 2019 and held it in 16 quarters. The position peaked at $1.71M in Q1 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Prospera Financial Services reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Prospera Financial Services sold 3,743 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.22M.
  • Prospera Financial Services first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2019 and held it in 16 quarters.
  • Prospera Financial Services's Shockwave Medical, Inc. Common Stock position peaked at $1.71M in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Prospera Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.