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Walled Lake Planning & Wealth Management’s Chewy CHWY Stock Holding History

Walled Lake Planning & 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
2021
Q4 		– Sell
-1,000
Closed -$68K – 136
2021
Q3 		$68K Hold
1,000
– – 0.04% 142
2021
Q2 		$80K Hold
1,000
– – 0.05% 134
2021
Q1 		$85K Buy
+1,000
New +$97.3K 0.06% 122

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Walled Lake Planning & Wealth Management's CHWY Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Chewy (CHWY) in Q4 2021, closing a stake of 1,000 shares — an estimated $68K sold.

Walled Lake Planning & Wealth Management first reported a position in CHWY in Q1 2021 and held it in 3 quarters. The position peaked at $85K in Q1 2021. 460 funds tracked by Wall St. Rank hold CHWY as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Chewy position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 1,000 Chewy shares in Q4 2021, an estimated $68K.
  • Walled Lake Planning & Wealth Management first reported a position in Chewy in Q1 2021 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's Chewy position peaked at $85K in Q1 2021.
  • 460 funds tracked by Wall St. Rank held Chewy as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.