WJWM
SWAV

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

Williams Jones Wealth Management’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
-13,435
Closed -$4.37M – 556
2024
Q1 		$4.37M Buy
13,435
+450
+3% +$110K 0.06% 135
2023
Q4 		$2.47M Sell
12,985
-3,950
-23% -$747K 0.03% 177
2023
Q3 		$3.37M Sell
16,935
-1,075
-6% -$254K 0.05% 147
2023
Q2 		$5.14M Buy
18,010
+2,250
+14% +$625K 0.08% 133
2023
Q1 		$3.42M Buy
15,760
+11,750
+293% +$2.29M 0.05% 158
2022
Q4 		$824K Sell
4,010
-120
-3% -$30.3K 0.01% 294
2022
Q3 		$1.15M Buy
4,130
+30
+0.7% +$7.63K 0.02% 251
2022
Q2 		$784K Sell
4,100
-275
-6% -$48.5K 0.01% 300
2022
Q1 		$907K Sell
4,375
-2,350
-35% -$387K 0.01% 275
2021
Q4 		$1.2M Buy
6,725
+2,675
+66% +$528K 0.02% 246
2021
Q3 		$834K Hold
4,050
– – 0.01% 266
2021
Q2 		$768K Buy
+4,050
New +$663K 0.01% 272

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

Williams Jones Wealth Management's SWAV Position: Q2 2024 in Review

Williams Jones Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 13,435 shares — an estimated $4.37M sold.

Williams Jones Wealth Management first reported a position in SWAV in Q2 2021 and held it in 12 quarters. The position peaked at $5.14M in Q2 2023. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Williams Jones Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 13,435 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $4.37M.
  • Williams Jones Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2021 and held it in 12 quarters.
  • Williams Jones Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $5.14M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Williams Jones Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.