Schroder Investment Management Group
SWAV

Schroder Investment Management Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Schroder Investment Management 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
-21,406
Closed -$6.97M – 1288
2024
Q1 		$6.97M Sell
21,406
-496
-2% -$122K 0.01% 725
2023
Q4 		$4.17M Buy
21,902
+5,815
+36% +$1.1M 0.01% 801
2023
Q3 		$3.2M Sell
16,087
-15,436
-49% -$3.65M ﹤0.01% 836
2023
Q2 		$9M Buy
31,523
+5,483
+21% +$1.52M 0.01% 658
2023
Q1 		$5.65M Buy
26,040
+1,090
+4% +$212K 0.01% 754
2022
Q4 		$5.13M Buy
+24,950
New +$6.31M 0.01% 774

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 $4.82B AUM 20.19% 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

Schroder Investment Management Group's SWAV Position: Q2 2024 in Review

Schroder Investment Management Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 21,406 shares — an estimated $6.97M sold.

Schroder Investment Management Group first reported a position in SWAV in Q4 2022 and held it in 6 quarters. The position peaked at $9M in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Schroder Investment Management Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 21,406 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $6.97M.
  • Schroder Investment Management Group first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 6 quarters.
  • Schroder Investment Management Group's Shockwave Medical, Inc. Common Stock position peaked at $9M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Schroder Investment Management Group's 13F filing for Q2 2024, filed 12 Aug 2024.