YCM
SWAV

Yousif Capital Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Yousif Capital 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
-17,192
Closed -$5.6M – 1994
2024
Q1 		$5.6M Sell
17,192
-315
-2% -$77.3K 0.06% 314
2023
Q4 		$3.34M Sell
17,507
-322
-2% -$60.9K 0.04% 520
2023
Q3 		$3.55M Sell
17,829
-920
-5% -$218K 0.05% 433
2023
Q2 		$5.35M Sell
18,749
-354
-2% -$98.3K 0.07% 297
2023
Q1 		$4.14M Sell
19,103
-60
-0.3% -$11.7K 0.05% 378
2022
Q4 		$3.94M Sell
19,163
-742
-4% -$188K 0.05% 403
2022
Q3 		$5.54M Sell
19,905
-1,760
-8% -$448K 0.08% 243
2022
Q2 		$4.14M Buy
+21,665
New +$3.82M 0.05% 363

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 $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
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

Yousif Capital Management's SWAV Position: Q2 2024 in Review

Yousif Capital Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 17,192 shares — an estimated $5.6M sold.

Yousif Capital Management first reported a position in SWAV in Q2 2022 and held it in 8 quarters. The position peaked at $5.6M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Yousif Capital Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Yousif Capital Management sold 17,192 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $5.6M.
  • Yousif Capital Management first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2022 and held it in 8 quarters.
  • Yousif Capital Management's Shockwave Medical, Inc. Common Stock position peaked at $5.6M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Yousif Capital Management's 13F filing for Q2 2024, filed 31 Jul 2024.