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
2022 Q3	–	Sell	-600	Closed	-$291K	–	102
2022 Q2	$291K	Buy	+600	New	+$106K	0.25%	75

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 $4.82B AUM 20.19% 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

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.