TrinityPoint Wealth’s Chegg CHGG Stock Holding History

TrinityPoint Wealth’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
2024 Q4	–	Sell	-12,011	Closed	-$21.3K	–	341
2024 Q3	$21.3K	Buy	12,011 +613	+5%	+$1.5K	﹤0.01%	328
2024 Q2	$36K	Buy	+11,398	New	+$56.6K	0.01%	307

Other funds holding CHGG

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

TrinityPoint Wealth's CHGG Position: Q4 2024 in Review

TrinityPoint Wealth sold out of Chegg (CHGG) in Q4 2024, closing a stake of 12,011 shares — an estimated $21.3K sold.

TrinityPoint Wealth first reported a position in CHGG in Q2 2024 and held it in 2 quarters. The position peaked at $36K in Q2 2024. 182 funds tracked by Wall St. Rank hold CHGG as of Q4 2024.

TrinityPoint Wealth reported no remaining Chegg position as of Q4 2024 after selling out during the quarter.
TrinityPoint Wealth sold 12,011 Chegg shares in Q4 2024, an estimated $21.3K.
TrinityPoint Wealth first reported a position in Chegg in Q2 2024 and held it in 2 quarters.
TrinityPoint Wealth's Chegg position peaked at $36K in Q2 2024.
182 funds tracked by Wall St. Rank held Chegg as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.