Ray Dalio
SWAV

Ray Dalio’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Ray Dalio’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
-33,699
Closed -$11M – 957
2024
Q1 		$11M Sell
33,699
-5,766
-15% -$1.42M 0.06% 240
2023
Q4 		$7.52M Sell
39,465
-4,063
-9% -$768K 0.04% 303
2023
Q3 		$8.67M Buy
43,528
+3,736
+9% +$884K 0.05% 256
2023
Q2 		$11.4M Sell
39,792
-4,360
-10% -$1.21M 0.07% 181
2023
Q1 		$9.57M Buy
44,152
+1,835
+4% +$358K 0.06% 209
2022
Q4 		$8.7M Sell
42,317
-13,711
-24% -$3.47M 0.05% 271
2022
Q3 		$15.6M Buy
56,028
+2,609
+5% +$663K 0.08% 182
2022
Q2 		$10.2M Buy
53,419
+5,048
+10% +$891K 0.04% 326
2022
Q1 		$10M Buy
48,371
+12,024
+33% +$1.98M 0.04% 299
2021
Q4 		$6.48M Buy
36,347
+4,226
+13% +$833K 0.04% 247
2021
Q3 		$6.61M Sell
32,121
-2,732
-8% -$536K 0.04% 255
2021
Q2 		$6.61M Buy
+34,853
New +$5.7M 0.04% 280

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

Ray Dalio's SWAV Position: Q2 2024 in Review

Ray Dalio sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 33,699 shares — an estimated $11M sold.

Ray Dalio first reported a position in SWAV in Q2 2021 and held it in 12 quarters. The position peaked at $15.6M in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Ray Dalio reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Ray Dalio sold 33,699 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $11M.
  • Ray Dalio first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2021 and held it in 12 quarters.
  • Ray Dalio's Shockwave Medical, Inc. Common Stock position peaked at $15.6M in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Bridgewater Associates's 13F filing for Q2 2024, filed 14 Aug 2024.