LFAS
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Level Four Advisory Services’s Chewy CHWY Stock Holding History

Level Four Advisory Services’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
2025
Q2 		– Sell
-8,578
Closed -$279K – 793
2025
Q1 		$279K Sell
8,578
-2,026
-19% -$72.7K 0.01% 645
2024
Q4 		$355K Sell
10,604
-215
-2% -$6.69K 0.01% 575
2024
Q3 		$292K Sell
10,819
-3,182
-23% -$84.9K 0.01% 638
2024
Q2 		$381K Buy
+14,001
New +$267K 0.02% 549
2021
Q3 		– Sell
-6,833
Closed -$545K – 493
2021
Q2 		$545K Buy
6,833
+2,581
+61% +$200K 0.04% 380
2021
Q1 		$360K Sell
4,252
-2,141
-33% -$208K 0.03% 464
2020
Q4 		$575K Buy
6,393
+675
+12% +$49.2K 0.05% 343
2020
Q3 		$314K Buy
5,718
+90
+2% +$4.86K 0.02% 427
2020
Q2 		$250K Buy
+5,628
New +$246K 0.02% 492

Other funds holding CHWY

BP
BC Partners New York $5.96B AUM 15.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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