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Mowery & Schoenfeld Wealth Management’s Chewy CHWY Stock Holding History

Mowery & Schoenfeld 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
2024
Q3 		– Sell
-100
Closed -$2.72K – 237
2024
Q2 		$2.72K Hold
100
– – ﹤0.01% 186
2024
Q1 		$1.59K Hold
100
– – ﹤0.01% 139
2023
Q4 		$2.36K Buy
+100
New +$1.97K ﹤0.01% 140

Other funds holding CHWY

BPA
BC Partners Advisors New York $9.17B AUM 97.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CHWY Position: Q3 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Chewy (CHWY) in Q3 2024, closing a stake of 100 shares — an estimated $2.72K sold.

Mowery & Schoenfeld Wealth Management first reported a position in CHWY in Q4 2023 and held it in 3 quarters. The position peaked at $2.72K in Q2 2024. 399 funds tracked by Wall St. Rank hold CHWY as of Q3 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Chewy position as of Q3 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 100 Chewy shares in Q3 2024, an estimated $2.72K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Chewy in Q4 2023 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Chewy position peaked at $2.72K in Q2 2024.
  • 399 funds tracked by Wall St. Rank held Chewy as of Q3 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.