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Holistic Financial Partners’s Chewy CHWY Stock Holding History

Holistic Financial Partners’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
Q1 		– Sell
-10,843
Closed -$639K – 121
2021
Q4 		$639K Sell
10,843
-236
-2% -$15.4K 0.37% 37
2021
Q3 		$755K Sell
11,079
-863
-7% -$71.4K 0.47% 32
2021
Q2 		$952K Buy
11,942
+108
+0.9% +$8.35K 0.57% 27
2021
Q1 		$1M Buy
11,834
+4,032
+52% +$392K 0.66% 24
2020
Q4 		$701K Buy
7,802
+2,654
+52% +$194K 0.48% 28
2020
Q3 		$282K Buy
+5,148
New +$278K 0.23% 62

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Holistic Financial Partners's CHWY Position: Q1 2022 in Review

Holistic Financial Partners sold out of Chewy (CHWY) in Q1 2022, closing a stake of 10,843 shares — an estimated $639K sold.

Holistic Financial Partners first reported a position in CHWY in Q3 2020 and held it in 6 quarters. The position peaked at $1M in Q1 2021. 392 funds tracked by Wall St. Rank hold CHWY as of Q1 2022.

  • Holistic Financial Partners reported no remaining Chewy position as of Q1 2022 after selling out during the quarter.
  • Holistic Financial Partners sold 10,843 Chewy shares in Q1 2022, an estimated $639K.
  • Holistic Financial Partners first reported a position in Chewy in Q3 2020 and held it in 6 quarters.
  • Holistic Financial Partners's Chewy position peaked at $1M in Q1 2021.
  • 392 funds tracked by Wall St. Rank held Chewy as of Q1 2022.

Based on Holistic Financial Partners's 13F filing for Q1 2022, filed 13 May 2022.