RIA
SWAV

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

Regal Investment 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
-2,000
Closed -$651K – 614
2024
Q1 		$651K Sell
2,000
-2,134
-52% -$524K 0.04% 309
2023
Q4 		$788K Buy
+4,134
New +$781K 0.06% 255

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 $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Regal Investment Advisors's SWAV Position: Q2 2024 in Review

Regal Investment Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,000 shares — an estimated $651K sold.

Regal Investment Advisors first reported a position in SWAV in Q4 2023 and held it in 2 quarters. The position peaked at $788K in Q4 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Regal Investment Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 2,000 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $651K.
  • Regal Investment Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2023 and held it in 2 quarters.
  • Regal Investment Advisors's Shockwave Medical, Inc. Common Stock position peaked at $788K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Regal Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.