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United Capital Financial Advisors’s Chegg CHGG Stock Holding History

United Capital Financial 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
Q3 		– Sell
-3,407
Closed -$283K – 1207
2021
Q2 		$283K Sell
3,407
-101
-3% -$8.37K ﹤0.01% 1041
2021
Q1 		$300K Sell
3,508
-86
-2% -$8.19K ﹤0.01% 981
2020
Q4 		$325K Sell
3,594
-263
-7% -$20.9K ﹤0.01% 968
2020
Q3 		$276K Hold
3,857
– – ﹤0.01% 976
2020
Q2 		$259K Buy
+3,857
New +$206K ﹤0.01% 1031

Other funds holding CHGG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's CHGG Position: Q3 2021 in Review

United Capital Financial Advisors sold out of Chegg (CHGG) in Q3 2021, closing a stake of 3,407 shares — an estimated $283K sold.

United Capital Financial Advisors first reported a position in CHGG in Q2 2020 and held it in 5 quarters. The position peaked at $325K in Q4 2020. 417 funds tracked by Wall St. Rank hold CHGG as of Q3 2021.

  • United Capital Financial Advisors reported no remaining Chegg position as of Q3 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,407 Chegg shares in Q3 2021, an estimated $283K.
  • United Capital Financial Advisors first reported a position in Chegg in Q2 2020 and held it in 5 quarters.
  • United Capital Financial Advisors's Chegg position peaked at $325K in Q4 2020.
  • 417 funds tracked by Wall St. Rank held Chegg as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.