Valeo Financial Advisors’s Chegg CHGG Stock Holding History

Valeo 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
2020 Q4	–	Sell	-125	Closed	-$9K	–	1691
2020 Q3	$9K	Buy	125 +68	+119%	+$5.01K	﹤0.01%	1099
2020 Q2	$4K	Hold	57	–	–	﹤0.01%	1575
2020 Q1	$2K	Sell	57 -403	-88%	-$15.7K	﹤0.01%	1495
2019 Q4	$17K	Hold	460	–	–	﹤0.01%	951
2019 Q3	$14K	Hold	460	–	–	﹤0.01%	936
2019 Q2	$18K	Sell	460 -11	-2%	-$415	﹤0.01%	877
2019 Q1	$18K	Sell	471 -113	-19%	-$4.12K	﹤0.01%	816
2018 Q4	$17K	Hold	584	–	–	﹤0.01%	745
2018 Q3	$15K	Hold	584	–	–	﹤0.01%	848
2018 Q2	$17K	Sell	584 -165	-22%	-$4.15K	﹤0.01%	803
2018 Q1	$15K	Sell	749 -82	-10%	-$1.55K	﹤0.01%	808
2017 Q4	$14K	Buy	831 +30	+4%	+$459	﹤0.01%	746
2017 Q3	$12K	Buy	+801	New	+$11.4K	﹤0.01%	653

Other funds holding CHGG

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Valeo Financial Advisors's CHGG Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Chegg (CHGG) in Q4 2020, closing a stake of 125 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in CHGG in Q3 2017 and held it in 13 quarters. The position peaked at $18K in Q2 2019. 449 funds tracked by Wall St. Rank hold CHGG as of Q4 2020.

Valeo Financial Advisors reported no remaining Chegg position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 125 Chegg shares in Q4 2020, an estimated $9K.
Valeo Financial Advisors first reported a position in Chegg in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's Chegg position peaked at $18K in Q2 2019.
449 funds tracked by Wall St. Rank held Chegg as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.