Commonwealth Equity Services
CHEF icon

Commonwealth Equity Services’s Chefs' Warehouse CHEF Stock Holding History

Commonwealth Equity Services’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,149
Closed -$239K – 3675
2022
Q2 		$239K Buy
+6,149
New +$216K ﹤0.01% 3039

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Wellington Management Group
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State Street
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Dimensional Fund Advisors
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Bank of New York Mellon
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services's CHEF Position: Q3 2022 in Review

Commonwealth Equity Services sold out of Chefs' Warehouse (CHEF) in Q3 2022, closing a stake of 6,149 shares — an estimated $239K sold.

Commonwealth Equity Services first reported a position in CHEF in Q2 2022 and held it in 1 quarter. The position peaked at $239K in Q2 2022. 166 funds tracked by Wall St. Rank hold CHEF as of Q3 2022.

  • Commonwealth Equity Services reported no remaining Chefs' Warehouse position as of Q3 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 6,149 Chefs' Warehouse shares in Q3 2022, an estimated $239K.
  • Commonwealth Equity Services first reported a position in Chefs' Warehouse in Q2 2022 and held it in 1 quarter.
  • Commonwealth Equity Services's Chefs' Warehouse position peaked at $239K in Q2 2022.
  • 166 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2022.

Based on Commonwealth Equity Services's 13F filing for Q3 2022, filed 14 Nov 2022.