VHAM
SWAV

Van Hulzen Asset Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Van Hulzen Asset Management’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
-5,567
Closed -$1.81M – 341
2024
Q1 		$1.81M Buy
5,567
+96
+2% +$23.6K 0.12% 123
2023
Q4 		$1.04M Sell
5,471
-2,209
-29% -$417K 0.07% 153
2023
Q3 		$1.53M Buy
7,680
+6,124
+394% +$1.45M 0.12% 119
2023
Q2 		$444K Sell
1,556
-1,035
-40% -$287K 0.04% 196
2023
Q1 		$562K Buy
+2,591
New +$505K 0.05% 165

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 $9.54B AUM 19.86% 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

Van Hulzen Asset Management's SWAV Position: Q2 2024 in Review

Van Hulzen Asset Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 5,567 shares — an estimated $1.81M sold.

Van Hulzen Asset Management first reported a position in SWAV in Q1 2023 and held it in 5 quarters. The position peaked at $1.81M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Van Hulzen Asset Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Van Hulzen Asset Management sold 5,567 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.81M.
  • Van Hulzen Asset Management first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2023 and held it in 5 quarters.
  • Van Hulzen Asset Management's Shockwave Medical, Inc. Common Stock position peaked at $1.81M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Van Hulzen Asset Management's 13F filing for Q2 2024, filed 7 Aug 2024.