SWM
SWAV

Spire Wealth Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Spire Wealth 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
-405
Closed -$132K – 2414
2024
Q1 		$132K Sell
405
-150
-27% -$36.8K ﹤0.01% 913
2023
Q4 		$121K Sell
555
-2,100
-79% -$397K ﹤0.01% 941
2023
Q3 		$529K Buy
2,655
+100
+4% +$23.6K 0.02% 469
2023
Q2 		$729K Sell
2,555
-92
-3% -$25.5K 0.03% 409
2023
Q1 		$574K Buy
2,647
+915
+53% +$178K 0.02% 460
2022
Q4 		$356K Sell
1,732
-1,061
-38% -$268K 0.02% 427
2022
Q3 		$777K Sell
2,793
-770
-22% -$196K 0.05% 258
2022
Q2 		$681K Buy
3,563
+479
+16% +$84.6K 0.03% 404
2022
Q1 		$639K Sell
3,084
-1,027
-25% -$169K 0.02% 501
2021
Q4 		$733K Buy
4,111
+1,027
+33% +$203K 0.02% 575
2021
Q3 		$635K Hold
3,084
– – 0.02% 530
2021
Q2 		$585K Sell
3,084
-1,027
-25% -$168K 0.02% 569
2021
Q1 		$509K Buy
+4,111
New +$493K 0.01% 660

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

Spire Wealth Management's SWAV Position: Q2 2024 in Review

Spire Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 405 shares — an estimated $132K sold.

Spire Wealth Management first reported a position in SWAV in Q1 2021 and held it in 13 quarters. The position peaked at $777K in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Spire Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 405 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $132K.
  • Spire Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $777K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.