RTC
SWAV

Riverview Trust Company’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Riverview Trust Company’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
-92
Closed -$30K – 672
2024
Q1 		$30K Buy
+92
New +$22.6K 0.02% 338
2023
Q4 		– Sell
-92
Closed -$18.3K – 666
2023
Q3 		$18.3K Hold
92
– – 0.02% 421
2023
Q2 		$26.3K Hold
92
– – 0.02% 297
2023
Q1 		$19.9K Hold
92
– – 0.02% 347
2022
Q4 		$19K Hold
92
– – 0.02% 351
2022
Q3 		$26K Hold
92
– – 0.03% 310
2022
Q2 		$18K Buy
+92
New +$16.2K 0.02% 430

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

Riverview Trust Company's SWAV Position: Q2 2024 in Review

Riverview Trust Company sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 92 shares — an estimated $30K sold.

Riverview Trust Company first reported a position in SWAV in Q2 2022 and held it in 7 quarters. The position peaked at $30K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Riverview Trust Company reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Riverview Trust Company sold 92 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $30K.
  • Riverview Trust Company first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2022 and held it in 7 quarters.
  • Riverview Trust Company's Shockwave Medical, Inc. Common Stock position peaked at $30K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Riverview Trust Company's 13F filing for Q2 2024, filed 16 Jul 2024.