Advisor OS’s Chegg CHGG Stock Holding History

Advisor OS’s Portfolio CHGG Stock Details CHGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-11,719	Closed	-$797K	–	242
2021 Q3	$797K	Buy	11,719 +2,472	+27%	+$201K	0.17%	110
2021 Q2	$767K	Buy	9,247 +3,484	+60%	+$289K	0.16%	106
2021 Q1	$493K	Buy	+5,763	New	+$549K	0.11%	119

Other funds holding CHGG

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisor OS's CHGG Position: Q4 2021 in Review

Advisor OS sold out of Chegg (CHGG) in Q4 2021, closing a stake of 11,719 shares — an estimated $797K sold.

Advisor OS first reported a position in CHGG in Q1 2021 and held it in 3 quarters. The position peaked at $797K in Q3 2021. 344 funds tracked by Wall St. Rank hold CHGG as of Q4 2021.

Advisor OS reported no remaining Chegg position as of Q4 2021 after selling out during the quarter.
Advisor OS sold 11,719 Chegg shares in Q4 2021, an estimated $797K.
Advisor OS first reported a position in Chegg in Q1 2021 and held it in 3 quarters.
Advisor OS's Chegg position peaked at $797K in Q3 2021.
344 funds tracked by Wall St. Rank held Chegg as of Q4 2021.

Based on Advisor OS's 13F filing for Q4 2021, filed 4 Feb 2022.