BCA
CHWY icon

Berman Capital Advisors’s Chewy CHWY Stock Holding History

Berman Capital Advisors’s Portfolio CHWY Stock Details CHWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$182K Hold
2,681
– – 0.03% 283
2021
Q2 		$213K Buy
2,681
+4
+0.1% +$309 0.03% 225
2021
Q1 		$226K Buy
2,677
+29
+1% +$2.82K 0.05% 176
2020
Q4 		$238K Buy
+2,648
New +$193K 0.06% 142

Other funds holding CHWY

BPA
BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berman Capital Advisors's CHWY Position: Q3 2021 in Review

Berman Capital Advisors held its Chewy (CHWY) position steady in Q3 2021 at 2,681 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #283.

Berman Capital Advisors first reported a position in CHWY in Q4 2020 and has held it in 4 quarters since. The position peaked at $238K in Q4 2020. 484 funds tracked by Wall St. Rank hold CHWY as of Q3 2021.

  • Berman Capital Advisors held 2,681 shares of Chewy worth $182K as of Q3 2021.
  • Berman Capital Advisors left its Chewy share count unchanged in Q3 2021.
  • Chewy made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #283 holding.
  • Berman Capital Advisors first reported a position in Chewy in Q4 2020 and has held it in 4 quarters since.
  • Berman Capital Advisors's Chewy position peaked at $238K in Q4 2020.
  • 484 funds tracked by Wall St. Rank held Chewy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.