MIP
SWAV

Marietta Investment Partners’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Marietta Investment 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
2023
Q3 		– Sell
-809
Closed -$231K – 168
2023
Q2 		$231K Buy
+809
New +$225K 0.06% 153

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Wellington Management Group
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Artisan Partners
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Marietta Investment Partners's SWAV Position: Q3 2023 in Review

Marietta Investment Partners sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2023, closing a stake of 809 shares — an estimated $231K sold.

Marietta Investment Partners first reported a position in SWAV in Q2 2023 and held it in 1 quarter. The position peaked at $231K in Q2 2023. 412 funds tracked by Wall St. Rank hold SWAV as of Q3 2023.

  • Marietta Investment Partners reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Marietta Investment Partners sold 809 Shockwave Medical, Inc. Common Stock shares in Q3 2023, an estimated $231K.
  • Marietta Investment Partners first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2023 and held it in 1 quarter.
  • Marietta Investment Partners's Shockwave Medical, Inc. Common Stock position peaked at $231K in Q2 2023.
  • 412 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2023.

Based on Marietta Investment Partners's 13F filing for Q3 2023, filed 14 Nov 2023.