WR Wealth Planners’s Chewy CHWY Stock Holding History

WR Wealth Planners’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
2024 Q4	–	Sell	-2	Closed	-$59	–	1120
2024 Q3	$59	Hold	2	–	–	﹤0.01%	1121
2024 Q2	$54	Sell	2 -629	-100%	-$12K	﹤0.01%	1123
2024 Q1	$10K	Buy	+631	New	+$11.3K	﹤0.01%	600
2023 Q4	–	Sell	-41	Closed	-$749	–	293
2023 Q3	$749	Hold	41	–	–	﹤0.01%	843
2023 Q2	$1.62K	Hold	41	–	–	﹤0.01%	792
2023 Q1	$1.53K	Buy	+41	New	+$1.7K	﹤0.01%	802

Other funds holding CHWY

BPA

BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

WR Wealth Planners's CHWY Position: Q4 2024 in Review

WR Wealth Planners sold out of Chewy (CHWY) in Q4 2024, closing a stake of 2 shares — an estimated $59 sold.

WR Wealth Planners first reported a position in CHWY in Q1 2023 and held it in 6 quarters. The position peaked at $10K in Q1 2024. 451 funds tracked by Wall St. Rank hold CHWY as of Q4 2024.

WR Wealth Planners reported no remaining Chewy position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 2 Chewy shares in Q4 2024, an estimated $59.
WR Wealth Planners first reported a position in Chewy in Q1 2023 and held it in 6 quarters.
WR Wealth Planners's Chewy position peaked at $10K in Q1 2024.
451 funds tracked by Wall St. Rank held Chewy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.