RFG
SWAV

RFP Financial Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

RFP Financial Group’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
-13
Closed -$4.23K – 936
2024
Q1 		$4.23K Hold
13
– – ﹤0.01% 559
2023
Q4 		$2.48K Hold
13
– – ﹤0.01% 654
2023
Q3 		$2.59K Hold
13
– – ﹤0.01% 610
2023
Q2 		$3.71K Hold
13
– – ﹤0.01% 595
2023
Q1 		$2.82K Hold
13
– – ﹤0.01% 463
2022
Q4 		$2.67K Buy
+13
New +$3.29K ﹤0.01% 604

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

RFP Financial Group's SWAV Position: Q2 2024 in Review

RFP Financial Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 13 shares — an estimated $4.23K sold.

RFP Financial Group first reported a position in SWAV in Q4 2022 and held it in 6 quarters. The position peaked at $4.23K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • RFP Financial Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • RFP Financial Group sold 13 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $4.23K.
  • RFP Financial Group first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 6 quarters.
  • RFP Financial Group's Shockwave Medical, Inc. Common Stock position peaked at $4.23K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on RFP Financial Group's 13F filing for Q2 2024, filed 25 Jul 2024.