Wealthcare Advisory Partners’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Wealthcare Advisory 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	-1,200	Closed	-$391K	–	867
2024 Q1	$391K	Hold	1,200	–	–	0.01%	597
2023 Q4	$229K	Buy	+1,200	New	+$227K	0.01%	682
2021 Q4	–	Sell	-1,000	Closed	-$206K	–	621
2021 Q3	$206K	Buy	+1,000	New	+$196K	0.01%	517
2021 Q2	–	Sell	-1,000	Closed	-$130K	–	1975
2021 Q1	$130K	Buy	+1,000	New	+$120K	0.01%	591
2020 Q2	–	Sell	-1,000	Closed	-$33K	–	1432
2020 Q1	$33K	Hold	1,000	–	–	﹤0.01%	601
2019 Q4	$44K	Hold	1,000	–	–	0.01%	578
2019 Q3	$30K	Buy	+1,000	New	+$42.5K	﹤0.01%	654

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

Wealthcare Advisory Partners's SWAV Position: Q2 2024 in Review

Wealthcare Advisory Partners sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,200 shares — an estimated $391K sold.

Wealthcare Advisory Partners first reported a position in SWAV in Q3 2019 and held it in 7 quarters. The position peaked at $391K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

Wealthcare Advisory Partners reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,200 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $391K.
Wealthcare Advisory Partners first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2019 and held it in 7 quarters.
Wealthcare Advisory Partners's Shockwave Medical, Inc. Common Stock position peaked at $391K in Q1 2024.
7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2024, filed 12 Aug 2024.