Stifel Financial
SWAV

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

Stifel Financial’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
-43,050
Closed -$14M – 3477
2024
Q1 		$14M Buy
43,050
+459
+1% +$113K 0.02% 677
2023
Q4 		$8.12M Sell
42,591
-2,247
-5% -$425K 0.01% 865
2023
Q3 		$8.93M Sell
44,838
-544
-1% -$129K 0.01% 768
2023
Q2 		$13M Sell
45,382
-1,269
-3% -$352K 0.02% 621
2023
Q1 		$10.1M Sell
46,651
-300
-0.6% -$58.5K 0.01% 686
2022
Q4 		$9.65M Sell
46,951
-1,353
-3% -$342K 0.01% 674
2022
Q3 		$13.4M Sell
48,304
-1,393
-3% -$354K 0.02% 546
2022
Q2 		$9.5M Sell
49,697
-1,313
-3% -$232K 0.01% 669
2022
Q1 		$10.6M Sell
51,010
-651
-1% -$107K 0.01% 696
2021
Q4 		$9.21M Sell
51,661
-92
-0.2% -$18.1K 0.01% 778
2021
Q3 		$10.7M Buy
51,753
+1,857
+4% +$365K 0.02% 698
2021
Q2 		$9.47M Buy
49,896
+1,189
+2% +$195K 0.01% 733
2021
Q1 		$6.34M Buy
48,707
+1,835
+4% +$220K 0.01% 846
2020
Q4 		$4.86M Buy
46,872
+8,841
+23% +$766K 0.01% 895
2020
Q3 		$2.88M Buy
38,031
+21,557
+131% +$1.22M 0.01% 1034
2020
Q2 		$780K Buy
16,474
+2,541
+18% +$105K ﹤0.01% 1726
2020
Q1 		$435K Sell
13,933
-998
-7% -$39.6K ﹤0.01% 1950
2019
Q4 		$649K Buy
+14,931
New +$551K ﹤0.01% 2101

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

Stifel Financial's SWAV Position: Q2 2024 in Review

Stifel Financial sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 43,050 shares — an estimated $14M sold.

Stifel Financial first reported a position in SWAV in Q4 2019 and held it in 18 quarters. The position peaked at $14M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Stifel Financial reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Stifel Financial sold 43,050 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $14M.
  • Stifel Financial first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2019 and held it in 18 quarters.
  • Stifel Financial's Shockwave Medical, Inc. Common Stock position peaked at $14M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Stifel Financial's 13F filing for Q2 2024, filed 13 Aug 2024.