SIC
SWAV

SJS Investment Consulting’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

SJS Investment Consulting’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
Closed -$652 – 1717
2024
Q1 		$652 Hold
2
– – ﹤0.01% 1200
2023
Q4 		$382 Hold
2
– – ﹤0.01% 1325
2023
Q3 		$399 Buy
+2
New +$473 ﹤0.01% 1293
2022
Q4 		– Sell
-1
Closed – – 1723
2022
Q3 		$0 Buy
+1
New +$254 ﹤0.01% 1652

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

SJS Investment Consulting's SWAV Position: Q2 2024 in Review

SJS Investment Consulting sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2 shares — an estimated $652 sold.

SJS Investment Consulting first reported a position in SWAV in Q3 2022 and held it in 4 quarters. The position peaked at $652 in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • SJS Investment Consulting reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 2 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $652.
  • SJS Investment Consulting first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2022 and held it in 4 quarters.
  • SJS Investment Consulting's Shockwave Medical, Inc. Common Stock position peaked at $652 in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on SJS Investment Consulting's 13F filing for Q2 2024, filed 16 Jul 2024.