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Williams Jones Wealth Management’s Chewy CHWY Stock Holding History

Williams Jones 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
2022
Q3 		– Sell
-6,509
Closed -$226K – 582
2022
Q2 		$226K Sell
6,509
-206
-3% -$6.61K ﹤0.01% 510
2022
Q1 		$274K Sell
6,715
-1,720
-20% -$78.2K ﹤0.01% 431
2021
Q4 		$497K Sell
8,435
-1,775
-17% -$116K 0.01% 335
2021
Q3 		$695K Buy
10,210
+946
+10% +$78.3K 0.01% 282
2021
Q2 		$738K Buy
9,264
+856
+10% +$66.2K 0.01% 275
2021
Q1 		$712K Buy
8,408
+3,378
+67% +$329K 0.01% 274
2020
Q4 		$452K Buy
+5,030
New +$367K 0.01% 299

Other funds holding CHWY

BPA
BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Williams Jones Wealth Management's CHWY Position: Q3 2022 in Review

Williams Jones Wealth Management sold out of Chewy (CHWY) in Q3 2022, closing a stake of 6,509 shares — an estimated $226K sold.

Williams Jones Wealth Management first reported a position in CHWY in Q4 2020 and held it in 7 quarters. The position peaked at $738K in Q2 2021. 359 funds tracked by Wall St. Rank hold CHWY as of Q3 2022.

  • Williams Jones Wealth Management reported no remaining Chewy position as of Q3 2022 after selling out during the quarter.
  • Williams Jones Wealth Management sold 6,509 Chewy shares in Q3 2022, an estimated $226K.
  • Williams Jones Wealth Management first reported a position in Chewy in Q4 2020 and held it in 7 quarters.
  • Williams Jones Wealth Management's Chewy position peaked at $738K in Q2 2021.
  • 359 funds tracked by Wall St. Rank held Chewy as of Q3 2022.

Based on Williams Jones Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.