HPC
SWAV

HM Payson & Co’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

HM Payson & Co’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
-1
Closed – – 1101
2022
Q2 		$0 Buy
+1
New +$177 ﹤0.01% 1167
2022
Q1 		– Sell
-429
Closed -$77K – 1172
2021
Q4 		$77K Buy
+429
New +$84.6K ﹤0.01% 538
2021
Q2 		– Sell
-698
Closed -$91K – 1194
2021
Q1 		$91K Hold
698
– – ﹤0.01% 499
2020
Q4 		$72K Sell
698
-176
-20% -$15.2K ﹤0.01% 535
2020
Q3 		$66K Buy
+874
New +$49.6K ﹤0.01% 515

Other funds holding SWAV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HM Payson & Co's SWAV Position: Q3 2022 in Review

HM Payson & Co sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2022, closing a stake of 1 share.

HM Payson & Co first reported a position in SWAV in Q3 2020 and held it in 5 quarters. The position peaked at $91K in Q1 2021. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2022.

  • HM Payson & Co reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • HM Payson & Co sold 1 Shockwave Medical, Inc. Common Stock share in Q3 2022.
  • HM Payson & Co first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2020 and held it in 5 quarters.
  • HM Payson & Co's Shockwave Medical, Inc. Common Stock position peaked at $91K in Q1 2021.
  • 412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2022.

Based on HM Payson & Co's 13F filing for Q3 2022, filed 25 Oct 2022.