CM Wealth Advisors’s Chewy CHWY Stock Holding History

CM 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
2023 Q2	–	Sell	-18,227	Closed	-$565K	–	215
2023 Q1	$565K	Buy	+18,227	New	+$755K	0.11%	234

Other funds holding CHWY

BPA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CM Wealth Advisors's CHWY Position: Q2 2023 in Review

CM Wealth Advisors sold out of Chewy (CHWY) in Q2 2023, closing a stake of 18,227 shares — an estimated $565K sold.

CM Wealth Advisors first reported a position in CHWY in Q1 2023 and held it in 1 quarter. The position peaked at $565K in Q1 2023. 380 funds tracked by Wall St. Rank hold CHWY as of Q2 2023.

CM Wealth Advisors reported no remaining Chewy position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 18,227 Chewy shares in Q2 2023, an estimated $565K.
CM Wealth Advisors first reported a position in Chewy in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Chewy position peaked at $565K in Q1 2023.
380 funds tracked by Wall St. Rank held Chewy as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.