Lyell Wealth Management’s Chewy CHWY Stock Holding History

Lyell Wealth Management’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	-3,900	Closed	-$230K	–	197
2021 Q4	$230K	Hold	3,900	–	–	0.03%	176
2021 Q3	$266K	Hold	3,900	–	–	0.03%	164
2021 Q2	$311K	Hold	3,900	–	–	0.04%	161
2021 Q1	$330K	Hold	3,900	–	–	0.05%	146
2020 Q4	$351K	Hold	3,900	–	–	0.06%	131
2020 Q3	$214K	Buy	+3,900	New	+$210K	0.04%	127

Other funds holding CHWY

BPA

BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lyell Wealth Management's CHWY Position: Q1 2022 in Review

Lyell Wealth Management sold out of Chewy (CHWY) in Q1 2022, closing a stake of 3,900 shares — an estimated $230K sold.

Lyell Wealth Management first reported a position in CHWY in Q3 2020 and held it in 6 quarters. The position peaked at $351K in Q4 2020. 392 funds tracked by Wall St. Rank hold CHWY as of Q1 2022.

Lyell Wealth Management reported no remaining Chewy position as of Q1 2022 after selling out during the quarter.
Lyell Wealth Management sold 3,900 Chewy shares in Q1 2022, an estimated $230K.
Lyell Wealth Management first reported a position in Chewy in Q3 2020 and held it in 6 quarters.
Lyell Wealth Management's Chewy position peaked at $351K in Q4 2020.
392 funds tracked by Wall St. Rank held Chewy as of Q1 2022.

Based on Lyell Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.