VFA
SWAV

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

Valeo Financial 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
-928
Closed -$305K – 723
2024
Q1 		$305K Sell
928
-600
-39% -$147K 0.01% 497
2023
Q4 		$291K Buy
+1,528
New +$289K 0.01% 498
2023
Q3 		– Sell
-793
Closed -$226K – 685
2023
Q2 		$226K Sell
793
-174
-18% -$48.3K 0.01% 505
2023
Q1 		$210K Buy
+967
New +$188K 0.01% 542
2021
Q2 		– Sell
-20
Closed -$3K – 1942
2021
Q1 		$3K Sell
20
-2
-9% -$240 ﹤0.01% 1745
2020
Q4 		$2K Hold
22
– – ﹤0.01% 1550
2020
Q3 		$2K Sell
22
-1,304
-98% -$73.9K ﹤0.01% 1443
2020
Q2 		$63K Buy
1,326
+746
+129% +$30.7K 0.01% 647
2020
Q1 		$21K Buy
580
+556
+2,317% +$22.1K ﹤0.01% 891
2019
Q4 		$1K Sell
24
-500
-95% -$18.5K ﹤0.01% 1590
2019
Q3 		$16K Buy
524
+500
+2,083% +$21.2K ﹤0.01% 912
2019
Q2 		$1K Buy
+24
New +$1.17K ﹤0.01% 1511

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

Valeo Financial Advisors's SWAV Position: Q2 2024 in Review

Valeo Financial Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 928 shares — an estimated $305K sold.

Valeo Financial Advisors first reported a position in SWAV in Q2 2019 and held it in 12 quarters. The position peaked at $305K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Valeo Financial Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 928 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $305K.
  • Valeo Financial Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2019 and held it in 12 quarters.
  • Valeo Financial Advisors's Shockwave Medical, Inc. Common Stock position peaked at $305K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Valeo Financial Advisors's 13F filing for Q2 2024, filed 10 Jul 2024.