AWM
CHGG icon

Avitas Wealth Management’s Chegg CHGG Stock Holding History

Avitas Wealth Management’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
Q1 		– Sell
-9,974
Closed -$901K – 212
2020
Q4 		$901K Buy
9,974
+254
+3% +$20.2K 0.18% 150
2020
Q3 		$694K Sell
9,720
-4,688
-33% -$345K 0.19% 128
2020
Q2 		$969K Sell
14,408
-2,856
-17% -$153K 0.32% 99
2020
Q1 		$618K Buy
+17,264
New +$674K 0.28% 91

Other funds holding CHGG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Avitas Wealth Management's CHGG Position: Q1 2021 in Review

Avitas Wealth Management sold out of Chegg (CHGG) in Q1 2021, closing a stake of 9,974 shares — an estimated $901K sold.

Avitas Wealth Management first reported a position in CHGG in Q1 2020 and held it in 4 quarters. The position peaked at $969K in Q2 2020. 450 funds tracked by Wall St. Rank hold CHGG as of Q1 2021.

  • Avitas Wealth Management reported no remaining Chegg position as of Q1 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 9,974 Chegg shares in Q1 2021, an estimated $901K.
  • Avitas Wealth Management first reported a position in Chegg in Q1 2020 and held it in 4 quarters.
  • Avitas Wealth Management's Chegg position peaked at $969K in Q2 2020.
  • 450 funds tracked by Wall St. Rank held Chegg as of Q1 2021.

Based on Avitas Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.