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Mark Sheptoff Financial Planning’s Chegg CHGG Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q2 		– Sell
-200
Closed -$7K – 391
2022
Q1 		$7K Hold
200
– – ﹤0.01% 326
2021
Q4 		$6K Hold
200
– – ﹤0.01% 355
2021
Q3 		$14K Hold
200
– – 0.01% 275
2021
Q2 		$17K Hold
200
– – 0.01% 283
2021
Q1 		$17K Hold
200
– – 0.01% 244
2020
Q4 		$18K Hold
200
– – 0.01% 227
2020
Q3 		$14K Buy
+200
New +$14.7K 0.01% 210

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's CHGG Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Chegg (CHGG) in Q2 2022, closing a stake of 200 shares — an estimated $7K sold.

Mark Sheptoff Financial Planning first reported a position in CHGG in Q3 2020 and held it in 7 quarters. The position peaked at $18K in Q4 2020. 279 funds tracked by Wall St. Rank hold CHGG as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Chegg position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Chegg shares in Q2 2022, an estimated $7K.
  • Mark Sheptoff Financial Planning first reported a position in Chegg in Q3 2020 and held it in 7 quarters.
  • Mark Sheptoff Financial Planning's Chegg position peaked at $18K in Q4 2020.
  • 279 funds tracked by Wall St. Rank held Chegg as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.