Castle Wealth Management’s Chewy CHWY Stock Holding History

Castle Wealth Management’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
2022 Q4	–	Sell	-60	Closed	-$2K	–	191
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	566
2022 Q2	$2K	Buy	+60	New	+$1.92K	﹤0.01%	560

Other funds holding CHWY

BPA

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Castle Wealth Management's CHWY Position: Q4 2022 in Review

Castle Wealth Management sold out of Chewy (CHWY) in Q4 2022, closing a stake of 60 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in CHWY in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 386 funds tracked by Wall St. Rank hold CHWY as of Q4 2022.

Castle Wealth Management reported no remaining Chewy position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 60 Chewy shares in Q4 2022, an estimated $2K.
Castle Wealth Management first reported a position in Chewy in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Chewy position peaked at $2K in Q3 2022.
386 funds tracked by Wall St. Rank held Chewy as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.