SN
SWAV

Sittner & Nelson’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Sittner & Nelson’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
-2,139
Closed -$697K – 506
2024
Q1 		$697K Hold
2,139
– – 0.35% 52
2023
Q4 		$408K Sell
2,139
-1
-0% -$189 0.22% 75
2023
Q3 		$426K Hold
2,140
– – 0.25% 68
2023
Q2 		$611K Hold
2,140
– – 0.34% 56
2023
Q1 		$464K Hold
2,140
– – 0.27% 65
2022
Q4 		$440K Hold
2,140
– – 0.27% 70
2022
Q3 		$595K Hold
2,140
– – 0.4% 49
2022
Q2 		$409K Hold
2,140
– – 0.27% 65
2022
Q1 		$444K Hold
2,140
– – 0.26% 61
2021
Q4 		$382K Hold
2,140
– – 0.22% 73
2021
Q3 		$441K Buy
2,140
+140
+7% +$27.5K 0.28% 60
2021
Q2 		$379K Hold
2,000
– – 0.27% 65
2021
Q1 		$261K Hold
2,000
– – 0.19% 75
2020
Q4 		$207K Buy
+2,000
New +$173K 0.19% 79

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

Sittner & Nelson's SWAV Position: Q2 2024 in Review

Sittner & Nelson sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,139 shares — an estimated $697K sold.

Sittner & Nelson first reported a position in SWAV in Q4 2020 and held it in 14 quarters. The position peaked at $697K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Sittner & Nelson reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Sittner & Nelson sold 2,139 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $697K.
  • Sittner & Nelson first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2020 and held it in 14 quarters.
  • Sittner & Nelson's Shockwave Medical, Inc. Common Stock position peaked at $697K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Sittner & Nelson's 13F filing for Q2 2024, filed 13 Aug 2024.