Sumitomo Mitsui Trust Group
SWAV

Sumitomo Mitsui Trust Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Sumitomo Mitsui Trust Group’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
-879
Closed -$286K – 1150
2024
Q1 		$286K Buy
+879
New +$216K ﹤0.01% 1080
2023
Q1 		– Sell
-1,217
Closed -$250K – 1205
2022
Q4 		$250K Buy
1,217
+397
+48% +$100K ﹤0.01% 1159
2022
Q3 		$228K Buy
+820
New +$209K ﹤0.01% 1179

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

Sumitomo Mitsui Trust Group's SWAV Position: Q2 2024 in Review

Sumitomo Mitsui Trust Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 879 shares — an estimated $286K sold.

Sumitomo Mitsui Trust Group first reported a position in SWAV in Q3 2022 and held it in 3 quarters. The position peaked at $286K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Sumitomo Mitsui Trust Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 879 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $286K.
  • Sumitomo Mitsui Trust Group first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2022 and held it in 3 quarters.
  • Sumitomo Mitsui Trust Group's Shockwave Medical, Inc. Common Stock position peaked at $286K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2024, filed 19 Jul 2024.