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HBK Sorce Advisory’s Chewy CHWY Stock Holding History

HBK Sorce Advisory’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
2024
Q1 		– Sell
-9,157
Closed -$216K – 610
2023
Q4 		$216K Buy
+9,157
New +$181K 0.01% 504
2023
Q3 		– Sell
-10,200
Closed -$403K – 568
2023
Q2 		$403K Buy
10,200
+5
+0% +$174 0.02% 376
2023
Q1 		$381K Sell
10,195
-9,575
-48% -$396K 0.02% 387
2022
Q4 		$733K Buy
19,770
+9,716
+97% +$378K 0.02% 345
2022
Q3 		$309K Buy
10,054
+450
+5% +$17.9K 0.02% 358
2022
Q2 		$333K Buy
9,604
+4,289
+81% +$138K 0.02% 309
2022
Q1 		$217K Buy
+5,315
New +$242K 0.01% 488
2021
Q4 		– Sell
-3,994
Closed -$272K – 602
2021
Q3 		$272K Buy
+3,994
New +$331K 0.02% 471

Other funds holding CHWY

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return