Carolina Wealth Advisors’s Chewy CHWY Stock Holding History

Carolina Wealth 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
2024 Q4	–	Sell	-238	Closed	-$6.97K	–	307
2024 Q3	$6.97K	Hold	238	–	–	﹤0.01%	195
2024 Q2	$6.48K	Hold	238	–	–	﹤0.01%	158
2024 Q1	$3.79K	Hold	238	–	–	﹤0.01%	183
2023 Q4	$5.62K	Hold	238	–	–	﹤0.01%	179
2023 Q3	$4.34K	Hold	238	–	–	﹤0.01%	196
2023 Q2	$9.39K	Hold	238	–	–	0.01%	156
2023 Q1	$8.9K	Hold	238	–	–	0.01%	154
2022 Q4	$9K	Hold	238	–	–	0.01%	148
2022 Q3	$7K	Hold	238	–	–	0.01%	155
2022 Q2	$8K	Hold	238	–	–	0.01%	175
2022 Q1	$10K	Hold	238	–	–	0.01%	180
2021 Q4	$14K	Hold	238	–	–	0.01%	172
2021 Q3	$16K	Hold	238	–	–	0.01%	166
2021 Q2	$19K	Hold	238	–	–	0.01%	167
2021 Q1	$20K	Hold	238	–	–	0.01%	169
2020 Q4	$21K	Hold	238	–	–	0.02%	114
2020 Q3	$13K	Hold	238	–	–	0.01%	122
2020 Q2	$11K	Hold	238	–	–	0.01%	110
2020 Q1	$9K	Buy	238 +107	+82%	+$3.14K	0.01%	109
2019 Q4	$4K	Buy	+131	New	+$3.35K	﹤0.01%	154

Other funds holding CHWY

BPA

BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Carolina Wealth Advisors's CHWY Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Chewy (CHWY) in Q4 2024, closing a stake of 238 shares — an estimated $6.97K sold.

Carolina Wealth Advisors first reported a position in CHWY in Q4 2019 and held it in 20 quarters. The position peaked at $21K in Q4 2020. 451 funds tracked by Wall St. Rank hold CHWY as of Q4 2024.

Carolina Wealth Advisors reported no remaining Chewy position as of Q4 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 238 Chewy shares in Q4 2024, an estimated $6.97K.
Carolina Wealth Advisors first reported a position in Chewy in Q4 2019 and held it in 20 quarters.
Carolina Wealth Advisors's Chewy position peaked at $21K in Q4 2020.
451 funds tracked by Wall St. Rank held Chewy as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.