Values First Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Values First 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	-4,320	Closed	-$1.41M	–	184
2024 Q1	$1.41M	Buy	4,320 +320	+8%	+$78.6K	0.82%	38
2023 Q4	$762K	Buy	4,000 +859	+27%	+$162K	0.46%	69
2023 Q3	$625K	Buy	+3,141	New	+$743K	0.4%	76
2023 Q2	–	Sell	-684	Closed	-$148K	–	359
2023 Q1	$148K	Buy	+684	New	+$133K	0.09%	152

Other funds holding SWAV

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Values First Advisors's SWAV Position: Q2 2024 in Review

Values First Advisors sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 4,320 shares — an estimated $1.41M sold.

Values First Advisors first reported a position in SWAV in Q1 2023 and held it in 4 quarters. The position peaked at $1.41M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Values First Advisors reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Values First Advisors sold 4,320 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.41M.
Values First Advisors first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2023 and held it in 4 quarters.
Values First Advisors's Shockwave Medical, Inc. Common Stock position peaked at $1.41M in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Values First Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.