Summit Wealth Group’s Chicos FAS, Inc. CHS Stock Holding History

Summit Wealth Group’s Portfolio CHS Stock Details CHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-25,449	Closed	-$5K	–	268
2023 Q1	$5K	Buy	+25,449	New	+$136K	0.12%	57

Other funds holding CHS

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group's CHS Position: Q2 2023 in Review

Summit Wealth Group sold out of Chicos FAS, Inc. (CHS) in Q2 2023, closing a stake of 25,449 shares — an estimated $5K sold.

Summit Wealth Group first reported a position in CHS in Q1 2023 and held it in 1 quarter. The position peaked at $5K in Q1 2023. 200 funds tracked by Wall St. Rank hold CHS as of Q2 2023.

Summit Wealth Group reported no remaining Chicos FAS, Inc. position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 25,449 Chicos FAS, Inc. shares in Q2 2023, an estimated $5K.
Summit Wealth Group first reported a position in Chicos FAS, Inc. in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Chicos FAS, Inc. position peaked at $5K in Q1 2023.
200 funds tracked by Wall St. Rank held Chicos FAS, Inc. as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.