Wealth Enhancement Advisory Services
SWAV

Wealth Enhancement Advisory Services’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Wealth Enhancement Advisory Services’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
-2,637
Closed -$859K – 2723
2024
Q1 		$859K Buy
2,637
+1,205
+84% +$296K ﹤0.01% 1308
2023
Q4 		$273K Buy
1,432
+156
+12% +$29.5K ﹤0.01% 1883
2023
Q3 		$254K Buy
+1,276
New +$302K ﹤0.01% 1843

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

Wealth Enhancement Advisory Services's SWAV Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 2,637 shares — an estimated $859K sold.

Wealth Enhancement Advisory Services first reported a position in SWAV in Q3 2023 and held it in 3 quarters. The position peaked at $859K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,637 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $859K.
  • Wealth Enhancement Advisory Services first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Shockwave Medical, Inc. Common Stock position peaked at $859K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.