Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-337
Closed -$25K 321
2023
Q3
$25K Sell
337
-26
-7% -$2.66K ﹤0.01% 285
2023
Q2
$43.9K Sell
363
-67
-16% -$8.91K ﹤0.01% 417
2023
Q1
$88.3K Sell
430
-9
-2% -$2.25K 0.01% 430
2022
Q4
$82.5K Sell
439
-10
-2% -$1.98K 0.01% 430
2022
Q3
$84K Sell
449
-8
-2% -$2.08K 0.01% 411
2022
Q2
$144K Sell
457
-18
-4% -$5.55K 0.01% 428
2022
Q1
$189K Buy
475
+96
+25% +$38.6K 0.01% 485
2021
Q4
$228K Buy
+379
New +$302K 0.02% 315

Other funds holding TWOU

American Trust's TWOU Position: Q4 2023 in Review

American Trust sold out of 2U Inc (TWOU) in Q4 2023, closing a stake of 337 shares — an estimated $25K sold.

American Trust first reported a position in TWOU in Q4 2021 and held it in 8 quarters. The position peaked at $228K in Q4 2021. 126 funds tracked by Wall St. Rank hold TWOU as of Q4 2023.

  • American Trust reported no remaining 2U Inc position as of Q4 2023 after selling out during the quarter.
  • American Trust sold 337 2U Inc shares in Q4 2023, an estimated $25K.
  • American Trust first reported a position in 2U Inc in Q4 2021 and held it in 8 quarters.
  • American Trust's 2U Inc position peaked at $228K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held 2U Inc as of Q4 2023.

Based on American Trust's 13F filing for Q4 2023, filed 21 Feb 2024.