SGAM
SWAV

Smith Group Asset Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Smith Group Asset 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
-1,641
Closed -$534K – 194
2024
Q1 		$534K Hold
1,641
– – 0.03% 133
2023
Q4 		$313K Buy
+1,641
New +$310K 0.02% 163
2022
Q1 		$350K Buy
+1,688
New +$278K 0.02% 131

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

Smith Group Asset Management's SWAV Position: Q2 2024 in Review

Smith Group Asset Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,641 shares — an estimated $534K sold.

Smith Group Asset Management first reported a position in SWAV in Q1 2022 and held it in 3 quarters. The position peaked at $534K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Smith Group Asset Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Smith Group Asset Management sold 1,641 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $534K.
  • Smith Group Asset Management first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2022 and held it in 3 quarters.
  • Smith Group Asset Management's Shockwave Medical, Inc. Common Stock position peaked at $534K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Smith Group Asset Management's 13F filing for Q2 2024, filed 31 Jul 2024.