RJFSA
SWAV

Raymond James Financial Services Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Raymond James Financial Services 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
-18,391
Closed -$5.99M – 3551
2024
Q1 		$5.99M Buy
18,391
+1,453
+9% +$357K 0.01% 1044
2023
Q4 		$3.23M Buy
16,938
+1,483
+10% +$280K 0.01% 1312
2023
Q3 		$3.08M Buy
15,455
+1,490
+11% +$352K 0.01% 1261
2023
Q2 		$3.99M Buy
13,965
+2,758
+25% +$766K 0.01% 1141
2023
Q1 		$2.43M Buy
11,207
+7,070
+171% +$1.38M ﹤0.01% 1376
2022
Q4 		$851K Buy
4,137
+2,487
+151% +$629K ﹤0.01% 1943
2022
Q3 		$459K Buy
1,650
+469
+40% +$119K ﹤0.01% 2294
2022
Q2 		$226K Sell
1,181
-3
-0.3% -$530 ﹤0.01% 2805
2022
Q1 		$246K Buy
1,184
+19
+2% +$3.13K ﹤0.01% 2850
2021
Q4 		$208K Buy
1,165
+152
+15% +$30K ﹤0.01% 2955
2021
Q3 		$209K Sell
1,013
-2,063
-67% -$405K ﹤0.01% 2955
2021
Q2 		$584K Sell
3,076
-66
-2% -$10.8K ﹤0.01% 2274
2021
Q1 		$409K Sell
3,142
-410
-12% -$49.2K ﹤0.01% 2422
2020
Q4 		$368K Buy
3,552
+37
+1% +$3.21K ﹤0.01% 2333
2020
Q3 		$266K Buy
+3,515
New +$199K ﹤0.01% 2346
2019
Q3 		– Sell
-4,077
Closed -$233K – 2940
2019
Q2 		$233K Buy
+4,077
New +$198K ﹤0.01% 2440

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

Raymond James Financial Services Advisors's SWAV Position: Q2 2024 in Review

Raymond James Financial Services Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 18,391 shares — an estimated $5.99M sold.

Raymond James Financial Services Advisors first reported a position in SWAV in Q2 2019 and held it in 16 quarters. The position peaked at $5.99M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Raymond James Financial Services Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 18,391 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $5.99M.
  • Raymond James Financial Services Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2019 and held it in 16 quarters.
  • Raymond James Financial Services Advisors's Shockwave Medical, Inc. Common Stock position peaked at $5.99M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.