WMP
SWAV

Wealth Management Partners’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Wealth Management Partners’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
-3,984
Closed -$1.3M – 121
2024
Q1 		$1.3M Buy
3,984
+115
+3% +$28.2K 0.66% 34
2023
Q4 		$737K Sell
3,869
-800
-17% -$151K 0.41% 50
2023
Q3 		$930K Buy
4,669
+756
+19% +$179K 0.58% 37
2023
Q2 		$1.12M Sell
3,913
-1,649
-30% -$458K 0.7% 29
2023
Q1 		$1.21M Buy
5,562
+562
+11% +$110K 0.84% 25
2022
Q4 		$925K Buy
5,000
+2,000
+67% +$506K 0.77% 31
2022
Q3 		$739K Buy
3,000
+1,000
+50% +$254K 0.65% 39
2022
Q2 		$385K Buy
+2,000
New +$353K 0.34% 61

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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 $85.1B AUM 27.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wealth Management Partners's SWAV Position: Q2 2024 in Review

Wealth Management Partners sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 3,984 shares — an estimated $1.3M sold.

Wealth Management Partners first reported a position in SWAV in Q2 2022 and held it in 8 quarters. The position peaked at $1.3M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Wealth Management Partners reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Wealth Management Partners sold 3,984 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.3M.
  • Wealth Management Partners first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2022 and held it in 8 quarters.
  • Wealth Management Partners's Shockwave Medical, Inc. Common Stock position peaked at $1.3M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Wealth Management Partners's 13F filing for Q2 2024, filed 12 Jul 2024.