UB
SWAV

UMB Bank’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

UMB Bank’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
-309
Closed -$101K – 2248
2024
Q1 		$101K Buy
309
+9
+3% +$2.21K ﹤0.01% 694
2023
Q4 		$57.2K Sell
300
-84
-22% -$15.9K ﹤0.01% 805
2023
Q3 		$76.5K Hold
384
– – ﹤0.01% 740
2023
Q2 		$110K Hold
384
– – ﹤0.01% 680
2023
Q1 		$83.3K Buy
384
+4
+1% +$779 ﹤0.01% 733
2022
Q4 		$78K Hold
380
– – ﹤0.01% 751
2022
Q3 		$106K Buy
380
+300
+375% +$76.3K ﹤0.01% 720
2022
Q2 		$15K Sell
80
-221
-73% -$39K ﹤0.01% 1277
2022
Q1 		$63K Buy
+301
New +$49.6K ﹤0.01% 897

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

UMB Bank's SWAV Position: Q2 2024 in Review

UMB Bank sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 309 shares — an estimated $101K sold.

UMB Bank first reported a position in SWAV in Q1 2022 and held it in 9 quarters. The position peaked at $110K in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • UMB Bank reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • UMB Bank sold 309 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $101K.
  • UMB Bank first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2022 and held it in 9 quarters.
  • UMB Bank's Shockwave Medical, Inc. Common Stock position peaked at $110K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on UMB Bank's 13F filing for Q2 2024, filed 29 Jul 2024.