RA
SWAV

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

Rise 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
-99
Closed -$32.2K – 1283
2024
Q1 		$32.2K Buy
+99
New +$24.3K 0.02% 352

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 $8.74B AUM 14.62% 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

Rise Advisors's SWAV Position: Q2 2024 in Review

Rise Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 99 shares — an estimated $32.2K sold.

Rise Advisors first reported a position in SWAV in Q1 2024 and held it in 1 quarter. The position peaked at $32.2K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Rise Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Rise Advisors sold 99 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $32.2K.
  • Rise Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2024 and held it in 1 quarter.
  • Rise Advisors's Shockwave Medical, Inc. Common Stock position peaked at $32.2K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.