WS
SWAV

Wedbush Securities’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Wedbush Securities’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
-713
Closed -$232K – 1310
2024
Q1 		$232K Buy
+713
New +$175K 0.01% 1011
2023
Q4 		– Sell
-1,065
Closed -$212K – 1126
2023
Q3 		$212K Sell
1,065
-68
-6% -$16.1K 0.01% 892
2023
Q2 		$323K Buy
1,133
+116
+11% +$32.2K 0.02% 717
2023
Q1 		$221K Buy
+1,017
New +$198K 0.01% 898

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

Wedbush Securities's SWAV Position: Q2 2024 in Review

Wedbush Securities sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 713 shares — an estimated $232K sold.

Wedbush Securities first reported a position in SWAV in Q1 2023 and held it in 4 quarters. The position peaked at $323K in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Wedbush Securities reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Wedbush Securities sold 713 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $232K.
  • Wedbush Securities first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2023 and held it in 4 quarters.
  • Wedbush Securities's Shockwave Medical, Inc. Common Stock position peaked at $323K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Wedbush Securities's 13F filing for Q2 2024, filed 7 Aug 2024.