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Plante Moran Financial Advisors’s Chewy CHWY Stock Holding History

Plante Moran Financial 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
2023
Q4 		– Sell
-31
Closed -$566 – 824
2023
Q3 		$566 Buy
31
+5
+19% +$143 ﹤0.01% 709
2023
Q2 		$1.03K Buy
+26
New +$905 ﹤0.01% 730
2021
Q2 		– Sell
-100
Closed -$8K – 964
2021
Q1 		$8K Buy
+100
New +$9.73K ﹤0.01% 685

Other funds holding CHWY

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Plante Moran Financial Advisors's CHWY Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of Chewy (CHWY) in Q4 2023, closing a stake of 31 shares — an estimated $566 sold.

Plante Moran Financial Advisors first reported a position in CHWY in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q1 2021. 377 funds tracked by Wall St. Rank hold CHWY as of Q4 2023.

  • Plante Moran Financial Advisors reported no remaining Chewy position as of Q4 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 31 Chewy shares in Q4 2023, an estimated $566.
  • Plante Moran Financial Advisors first reported a position in Chewy in Q1 2021 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Chewy position peaked at $8K in Q1 2021.
  • 377 funds tracked by Wall St. Rank held Chewy as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.