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Compass Financial Advisors’s Chewy CHWY Stock Holding History

Compass Financial 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
-9,668
Closed -$361K – 12
2023
Q1 		$361K Buy
9,668
+1,175
+14% +$48.6K 0.46% 77
2022
Q4 		$315K Sell
8,493
-1,381
-14% -$53.8K 0.42% 81
2022
Q3 		$303K Buy
9,874
+100
+1% +$3.97K 0.45% 79
2022
Q2 		$339K Buy
9,774
+1,780
+22% +$57.1K 0.46% 75
2022
Q1 		$326K Buy
+7,994
New +$363K 0.36% 97

Other funds holding CHWY

BPA
BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Compass Financial Advisors's CHWY Position: Q2 2023 in Review

Compass Financial Advisors sold out of Chewy (CHWY) in Q2 2023, closing a stake of 9,668 shares — an estimated $361K sold.

Compass Financial Advisors first reported a position in CHWY in Q1 2022 and held it in 5 quarters. The position peaked at $361K in Q1 2023. 380 funds tracked by Wall St. Rank hold CHWY as of Q2 2023.

  • Compass Financial Advisors reported no remaining Chewy position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 9,668 Chewy shares in Q2 2023, an estimated $361K.
  • Compass Financial Advisors first reported a position in Chewy in Q1 2022 and held it in 5 quarters.
  • Compass Financial Advisors's Chewy position peaked at $361K in Q1 2023.
  • 380 funds tracked by Wall St. Rank held Chewy as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.