SCM
SWAV

Shelton Capital Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Shelton Capital 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
-1,580
Closed -$514K – 774
2024
Q1 		$514K Hold
1,580
– – 0.01% 353
2023
Q4 		$301K Sell
1,580
-117
-7% -$22.1K 0.01% 502
2023
Q3 		$338K Sell
1,697
-84
-5% -$19.9K 0.01% 420
2023
Q2 		$508K Sell
1,781
-34
-2% -$9.44K 0.02% 324
2023
Q1 		$394K Sell
1,815
-67
-4% -$13.1K 0.02% 366
2022
Q4 		$387K Hold
1,882
– – 0.04% 342
2022
Q3 		$523K Buy
+1,882
New +$479K 0.02% 302

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

Shelton Capital Management's SWAV Position: Q2 2024 in Review

Shelton Capital Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,580 shares — an estimated $514K sold.

Shelton Capital Management first reported a position in SWAV in Q3 2022 and held it in 7 quarters. The position peaked at $523K in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Shelton Capital Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Shelton Capital Management sold 1,580 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $514K.
  • Shelton Capital Management first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2022 and held it in 7 quarters.
  • Shelton Capital Management's Shockwave Medical, Inc. Common Stock position peaked at $523K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Shelton Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.