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Optimum Investment Advisors’s Chewy CHWY Stock Holding History

Optimum Investment Advisors’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
Q3 		– Sell
-1,000
Closed -$80K – 838
2021
Q2 		$80K Buy
+1,000
New +$77.3K 0.03% 417
2020
Q1 		– Sell
-250
Closed -$7K – 878
2019
Q4 		$7K Buy
+250
New +$6.4K ﹤0.01% 812

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Optimum Investment Advisors's CHWY Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Chewy (CHWY) in Q3 2021, closing a stake of 1,000 shares — an estimated $80K sold.

Optimum Investment Advisors first reported a position in CHWY in Q4 2019 and held it in 2 quarters. The position peaked at $80K in Q2 2021. 484 funds tracked by Wall St. Rank hold CHWY as of Q3 2021.

  • Optimum Investment Advisors reported no remaining Chewy position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Chewy shares in Q3 2021, an estimated $80K.
  • Optimum Investment Advisors first reported a position in Chewy in Q4 2019 and held it in 2 quarters.
  • Optimum Investment Advisors's Chewy position peaked at $80K in Q2 2021.
  • 484 funds tracked by Wall St. Rank held Chewy as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.