S
SWAV

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

SignatureFD’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
-459
Closed -$149K – 3289
2024
Q1 		$149K Buy
459
+20
+5% +$4.91K ﹤0.01% 977
2023
Q4 		$83.7K Sell
439
-32
-7% -$6.05K ﹤0.01% 1208
2023
Q3 		$93.8K Buy
471
+208
+79% +$49.2K ﹤0.01% 1091
2023
Q2 		$75.1K Sell
263
-30
-10% -$8.33K ﹤0.01% 1207
2023
Q1 		$63.5K Sell
293
-19
-6% -$3.7K ﹤0.01% 1268
2022
Q4 		$64.2K Sell
312
-50
-14% -$12.6K ﹤0.01% 1227
2022
Q3 		$101K Buy
362
+45
+14% +$11.4K ﹤0.01% 945
2022
Q2 		$61K Buy
317
+93
+42% +$16.4K ﹤0.01% 1196
2022
Q1 		$46K Buy
224
+95
+74% +$15.7K ﹤0.01% 1422
2021
Q4 		$23K Buy
129
+15
+13% +$2.96K ﹤0.01% 1731
2021
Q3 		$23K Buy
114
+22
+24% +$4.32K ﹤0.01% 1707
2021
Q2 		$17K Buy
92
+11
+14% +$1.8K ﹤0.01% 1789
2021
Q1 		$11K Buy
81
+64
+376% +$7.68K ﹤0.01% 1838
2020
Q4 		$2K Hold
17
– – ﹤0.01% 2339
2020
Q3 		$1K Buy
+17
New +$964 ﹤0.01% 2530
2019
Q3 		– Sell
-1
Closed – – 2228
2019
Q2 		$0 Buy
+1
New +$49 ﹤0.01% 2186

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

SignatureFD's SWAV Position: Q2 2024 in Review

SignatureFD sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 459 shares — an estimated $149K sold.

SignatureFD first reported a position in SWAV in Q2 2019 and held it in 16 quarters. The position peaked at $149K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • SignatureFD reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • SignatureFD sold 459 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $149K.
  • SignatureFD first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2019 and held it in 16 quarters.
  • SignatureFD's Shockwave Medical, Inc. Common Stock position peaked at $149K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on SignatureFD's 13F filing for Q2 2024, filed 29 Jul 2024.