WCM Investment Management
SWAV

WCM Investment Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

WCM Investment 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
-157,800
Closed -$51.4M – 280
2024
Q1 		$51.4M Buy
157,800
+2,131
+1% +$523K 0.12% 50
2023
Q4 		$29.8M Buy
155,669
+5,974
+4% +$1.13M 0.08% 66
2023
Q3 		$30M Buy
149,695
+50,393
+51% +$11.9M 0.09% 56
2023
Q2 		$28.4M Buy
99,302
+40,188
+68% +$11.2M 0.08% 59
2023
Q1 		$12.8M Buy
59,114
+11,751
+25% +$2.29M 0.04% 121
2022
Q4 		$9.74M Sell
47,363
-12,141
-20% -$3.07M 0.03% 134
2022
Q3 		$16.4M Sell
59,504
-12,504
-17% -$3.18M 0.06% 80
2022
Q2 		$14M Buy
72,008
+13,345
+23% +$2.36M 0.05% 87
2022
Q1 		$12.2M Buy
58,663
+6,963
+13% +$1.15M 0.03% 117
2021
Q4 		$9.22M Sell
51,700
-8,464
-14% -$1.67M 0.02% 134
2021
Q3 		$12.4M Buy
60,164
+420
+0.7% +$82.5K 0.03% 106
2021
Q2 		$11.3M Buy
59,744
+2,244
+4% +$367K 0.03% 108
2021
Q1 		$7.49M Sell
57,500
-27,798
-33% -$3.33M 0.02% 126
2020
Q4 		$8.85M Sell
85,298
-31,151
-27% -$2.7M 0.02% 121
2020
Q3 		$8.83M Sell
116,449
-37,691
-24% -$2.14M 0.03% 99
2020
Q2 		$7.3M Buy
154,140
+38,844
+34% +$1.6M 0.03% 96
2020
Q1 		$3.83M Buy
115,296
+33,360
+41% +$1.32M 0.02% 127
2019
Q4 		$3.6M Buy
81,936
+62,719
+326% +$2.32M 0.02% 132
2019
Q3 		$575K Buy
+19,217
New +$816K ﹤0.01% 140

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

WCM Investment Management's SWAV Position: Q2 2024 in Review

WCM Investment Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 157,800 shares — an estimated $51.4M sold.

WCM Investment Management first reported a position in SWAV in Q3 2019 and held it in 19 quarters. The position peaked at $51.4M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • WCM Investment Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • WCM Investment Management sold 157,800 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $51.4M.
  • WCM Investment Management first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2019 and held it in 19 quarters.
  • WCM Investment Management's Shockwave Medical, Inc. Common Stock position peaked at $51.4M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on WCM Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.