Sheets Smith Wealth Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Sheets Smith Wealth Management’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	-1,000	Closed	-$326K	–	413
2024 Q1	$326K	Buy	+1,000	New	+$246K	0.04%	310
2023 Q4	–	Sell	-2,000	Closed	-$398K	–	521
2023 Q3	$398K	Hold	2,000	–	–	0.06%	232
2023 Q2	$571K	Hold	2,000	–	–	0.08%	195
2023 Q1	$434K	Hold	2,000	–	–	0.07%	214
2022 Q4	$411K	Buy	+2,000	New	+$506K	0.06%	217

Other funds holding SWAV

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Sheets Smith Wealth Management's SWAV Position: Q2 2024 in Review

Sheets Smith Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,000 shares — an estimated $326K sold.

Sheets Smith Wealth Management first reported a position in SWAV in Q4 2022 and held it in 5 quarters. The position peaked at $571K in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Sheets Smith Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,000 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $326K.
Sheets Smith Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 5 quarters.
Sheets Smith Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $571K in Q2 2023.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.