Truist Financial
SWAV

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

Truist 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
-2,045
Closed -$666K – 2761
2024
Q1 		$666K Sell
2,045
-211
-9% -$51.8K ﹤0.01% 1812
2023
Q4 		$430K Sell
2,256
-260
-10% -$49.1K ﹤0.01% 2080
2023
Q3 		$501K Sell
2,516
-30
-1% -$7.09K ﹤0.01% 1927
2023
Q2 		$727K Sell
2,546
-1,069
-30% -$297K ﹤0.01% 1758
2023
Q1 		$784K Sell
3,615
-2,226
-38% -$434K ﹤0.01% 1692
2022
Q4 		$1.2M Sell
5,841
-458
-7% -$116K ﹤0.01% 1468
2022
Q3 		$1.75M Buy
6,299
+100
+2% +$25.4K ﹤0.01% 1252
2022
Q2 		$1.19M Buy
6,199
+45
+0.7% +$7.94K ﹤0.01% 1456
2022
Q1 		$1.28M Buy
6,154
+1,572
+34% +$259K ﹤0.01% 1506
2021
Q4 		$817K Buy
4,582
+755
+20% +$149K ﹤0.01% 1749
2021
Q3 		$788K Buy
3,827
+103
+3% +$20.2K ﹤0.01% 1738
2021
Q2 		$706K Buy
3,724
+1,368
+58% +$224K ﹤0.01% 1842
2021
Q1 		$307K Buy
+2,356
New +$283K ﹤0.01% 2272

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

Truist Financial's SWAV Position: Q2 2024 in Review

Truist Financial sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,045 shares — an estimated $666K sold.

Truist Financial first reported a position in SWAV in Q1 2021 and held it in 13 quarters. The position peaked at $1.75M in Q3 2022. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Truist Financial reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Truist Financial sold 2,045 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $666K.
  • Truist Financial first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2021 and held it in 13 quarters.
  • Truist Financial's Shockwave Medical, Inc. Common Stock position peaked at $1.75M in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Truist Financial's 13F filing for Q2 2024, filed 21 Aug 2024.