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Heritage Wealth Management (Arizona)’s Chewy CHWY Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$1.19K Buy
32
+16
+100% +$623 ﹤0.01% 1017
2022
Q3 		$0 Buy
+16
New +$635 ﹤0.01% 1022

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CHWY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Chewy (CHWY) stake by 100% in Q4 2022, buying an estimated $623 and bringing the position to 32 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Heritage Wealth Management (Arizona) first reported a position in CHWY in Q3 2022 and has held it in 2 quarters since. 388 funds tracked by Wall St. Rank hold CHWY as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 32 shares of Chewy worth $1.19K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 16 Chewy shares in Q4 2022, an estimated $623.
  • Chewy made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1017 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Chewy in Q3 2022 and has held it in 2 quarters since.
  • 388 funds tracked by Wall St. Rank held Chewy as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.