Next Financial Group’s Chewy CHWY Stock Holding History

Next Financial Group’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
2021 Q4	$41K	Buy	691 +251	+57%	+$16.4K	﹤0.01%	1550
2021 Q3	$30K	Buy	440 +191	+77%	+$15.8K	﹤0.01%	1638
2021 Q2	$20K	Buy	249 +25	+11%	+$1.93K	﹤0.01%	1735
2021 Q1	$19K	Sell	224 -2,513	-92%	-$245K	﹤0.01%	1653
2020 Q4	$246K	Sell	2,737 -4,639	-63%	-$338K	0.02%	638
2020 Q3	$404K	Sell	7,376 -947	-11%	-$51.1K	0.04%	398
2020 Q2	$372K	Buy	8,323 +8,148	+4,656%	+$355K	0.04%	352
2020 Q1	$7K	Sell	175 -400	-70%	-$11.7K	﹤0.01%	1616
2019 Q4	$17K	Hold	575	–	–	﹤0.01%	1580
2019 Q3	$14K	Buy	575 +400	+229%	+$12.6K	﹤0.01%	1570
2019 Q2	$6K	Buy	+175	New	+$5.91K	﹤0.01%	1819

Other funds holding CHWY

BPA

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Next Financial Group's CHWY Position: Q4 2021 in Review

Next Financial Group increased its Chewy (CHWY) stake by 57% in Q4 2021, buying an estimated $16.4K and bringing the position to 691 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Next Financial Group first reported a position in CHWY in Q2 2019 and has held it in 11 quarters since. The position peaked at $404K in Q3 2020. 460 funds tracked by Wall St. Rank hold CHWY as of Q4 2021.

Next Financial Group held 691 shares of Chewy worth $41K as of Q4 2021.
Next Financial Group bought 251 Chewy shares in Q4 2021, an estimated $16.4K.
Chewy made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1550 holding.
Next Financial Group first reported a position in Chewy in Q2 2019 and has held it in 11 quarters since.
Next Financial Group's Chewy position peaked at $404K in Q3 2020.
460 funds tracked by Wall St. Rank held Chewy as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.