Financial Perspectives’s Chewy CHWY Stock Holding History

Financial Perspectives’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 Q4	–	Sell	-469	Closed	-$9.25K	–	709
2023 Q3	$8.56K	Hold	469	–	–	﹤0.01%	466
2023 Q2	$18.5K	Hold	469	–	–	0.01%	371
2023 Q1	$17.5K	Hold	469	–	–	0.01%	376
2022 Q4	$17.4K	Hold	469	–	–	0.01%	376
2022 Q3	$14.4K	Hold	469	–	–	0.01%	393
2022 Q2	$16.3K	Hold	469	–	–	0.01%	378
2022 Q1	$19.1K	Hold	469	–	–	0.01%	379
2021 Q4	$27.7K	Hold	469	–	–	0.01%	316
2021 Q3	$31.9K	Hold	469	–	–	0.02%	292
2021 Q2	$37.4K	Hold	469	–	–	0.02%	289
2021 Q1	$39.7K	Hold	469	–	–	0.02%	271
2020 Q4	$42.2K	Hold	469	–	–	0.02%	243
2020 Q3	$25.7K	Buy	+469	New	+$25.3K	0.02%	261

Other funds holding CHWY

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Financial Perspectives's CHWY Position: Q4 2023 in Review

Financial Perspectives sold out of Chewy (CHWY) in Q4 2023, closing a stake of 469 shares — an estimated $9.25K sold.

Financial Perspectives first reported a position in CHWY in Q3 2020 and held it in 13 quarters. The position peaked at $42.2K in Q4 2020. 377 funds tracked by Wall St. Rank hold CHWY as of Q4 2023.

Financial Perspectives reported no remaining Chewy position as of Q4 2023 after selling out during the quarter.
Financial Perspectives sold 469 Chewy shares in Q4 2023, an estimated $9.25K.
Financial Perspectives first reported a position in Chewy in Q3 2020 and held it in 13 quarters.
Financial Perspectives's Chewy position peaked at $42.2K in Q4 2020.
377 funds tracked by Wall St. Rank held Chewy as of Q4 2023.

Based on Financial Perspectives's 13F filing for Q4 2023, filed 1 Feb 2024.