UBS Group
SWAV

UBS Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

UBS 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
2023
Q3 		– Sell
-7,021
Closed -$2M – 10155
2023
Q2 		$2M Buy
+7,021
New +$1.95M ﹤0.01% 3521
2022
Q2 		– Sell
-20,000
Closed -$4.15M – 11201
2022
Q1 		$4.15M Buy
+20,000
New +$3.3M ﹤0.01% 2719

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

UBS Group's SWAV Position: Q2 2024 in Review

UBS Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 47,138 shares — an estimated $15.3M sold.

UBS Group first reported a position in SWAV in Q1 2019 and held it in 21 quarters. The position peaked at $15.3M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • UBS Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • UBS Group sold 47,138 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $15.3M.
  • UBS Group first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2019 and held it in 21 quarters.
  • UBS Group's Shockwave Medical, Inc. Common Stock position peaked at $15.3M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on UBS Group's 13F filing for Q2 2024, filed 14 Aug 2024.