AAS
TWOU

Avantax Advisory Services’s 2U Inc TWOU Stock Holding History

Avantax Advisory Services’s Portfolio TWOU Stock Details TWOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-289
Closed -$331K – 1167
2021
Q1 		$331K Buy
289
+114
+65% +$145K 0.01% 768
2020
Q4 		$209K Sell
175
-46
-21% -$49.3K 0.01% 865
2020
Q3 		$224K Buy
+221
New +$263K ﹤0.01% 1174

Other funds holding TWOU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Avantax Advisory Services's TWOU Position: Q2 2021 in Review

Avantax Advisory Services sold out of 2U Inc (TWOU) in Q2 2021, closing a stake of 289 shares — an estimated $331K sold.

Avantax Advisory Services first reported a position in TWOU in Q3 2020 and held it in 3 quarters. The position peaked at $331K in Q1 2021. 271 funds tracked by Wall St. Rank hold TWOU as of Q2 2021.

  • Avantax Advisory Services reported no remaining 2U Inc position as of Q2 2021 after selling out during the quarter.
  • Avantax Advisory Services sold 289 2U Inc shares in Q2 2021, an estimated $331K.
  • Avantax Advisory Services first reported a position in 2U Inc in Q3 2020 and held it in 3 quarters.
  • Avantax Advisory Services's 2U Inc position peaked at $331K in Q1 2021.
  • 271 funds tracked by Wall St. Rank held 2U Inc as of Q2 2021.

Based on Avantax Advisory Services's 13F filing for Q2 2021, filed 29 Jul 2021.