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Optimum Investment Advisors’s Chegg CHGG Stock Holding History

Optimum Investment Advisors’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
-400
Closed -$27K – 832
2021
Q3 		$27K Sell
400
-200
-33% -$16.3K 0.01% 553
2021
Q2 		$50K Hold
600
– – 0.02% 510
2021
Q1 		$51K Hold
600
– – 0.01% 500
2020
Q4 		$54K Hold
600
– – 0.02% 464
2020
Q3 		$43K Hold
600
– – 0.01% 463
2020
Q2 		$40K Buy
+600
New +$32.1K 0.01% 480

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Optimum Investment Advisors's CHGG Position: Q4 2021 in Review

Optimum Investment Advisors sold out of Chegg (CHGG) in Q4 2021, closing a stake of 400 shares — an estimated $27K sold.

Optimum Investment Advisors first reported a position in CHGG in Q2 2020 and held it in 6 quarters. The position peaked at $54K in Q4 2020. 344 funds tracked by Wall St. Rank hold CHGG as of Q4 2021.

  • Optimum Investment Advisors reported no remaining Chegg position as of Q4 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 400 Chegg shares in Q4 2021, an estimated $27K.
  • Optimum Investment Advisors first reported a position in Chegg in Q2 2020 and held it in 6 quarters.
  • Optimum Investment Advisors's Chegg position peaked at $54K in Q4 2020.
  • 344 funds tracked by Wall St. Rank held Chegg as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.