PA
SWAV

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

Prossimo 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
-17,758
Closed -$5.78M – 128
2024
Q1 		$5.78M Sell
17,758
-1,000
-5% -$246K 11.19% 1
2023
Q4 		$3.58M Hold
18,758
– – 7.57% 3
2023
Q3 		$3.73M Hold
18,758
– – 8.81% 2
2023
Q2 		$5.35M Hold
18,758
– – 5.16% 3
2023
Q1 		$4.07M Hold
18,758
– – 9.93% 1
2022
Q4 		$3.86M Buy
+18,758
New +$4.74M 8.92% 1

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 $11.5B AUM 18.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Prossimo Advisors's SWAV Position: Q2 2024 in Review

Prossimo Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 17,758 shares — an estimated $5.78M sold.

Prossimo Advisors first reported a position in SWAV in Q4 2022 and held it in 6 quarters. The position peaked at $5.78M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Prossimo Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Prossimo Advisors sold 17,758 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $5.78M.
  • Prossimo Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 6 quarters.
  • Prossimo Advisors's Shockwave Medical, Inc. Common Stock position peaked at $5.78M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Prossimo Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.