TCA
SWAV

Trifecta Capital Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Trifecta Capital Advisors’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
-200
Closed -$65.1K – 433
2024
Q1 		$65.1K Hold
200
– – 0.02% 129
2023
Q4 		$38.1K Hold
200
– – 0.01% 145
2023
Q3 		$39.8K Hold
200
– – 0.01% 147
2023
Q2 		$57.1K Hold
200
– – 0.02% 135
2023
Q1 		$43.4K Hold
200
– – 0.02% 146
2022
Q4 		$41.1K Buy
+200
New +$50.6K 0.02% 134

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 $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

Trifecta Capital Advisors's SWAV Position: Q2 2024 in Review

Trifecta Capital Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 200 shares — an estimated $65.1K sold.

Trifecta Capital Advisors first reported a position in SWAV in Q4 2022 and held it in 6 quarters. The position peaked at $65.1K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Trifecta Capital Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 200 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $65.1K.
  • Trifecta Capital Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 6 quarters.
  • Trifecta Capital Advisors's Shockwave Medical, Inc. Common Stock position peaked at $65.1K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Trifecta Capital Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.