AWM
TWOU

Axxcess Wealth Management’s 2U Inc TWOU Stock Holding History

Axxcess Wealth Management’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
2023
Q4 		– Sell
-341
Closed -$25.3K – 950
2023
Q3 		$25.3K Buy
+341
New +$34.9K ﹤0.01% 787
2022
Q4 		– Sell
-400
Closed -$75K – 697
2022
Q3 		$75K Sell
400
-22
-5% -$5.73K 0.01% 530
2022
Q2 		$132K Buy
422
+48
+13% +$14.8K 0.01% 512
2022
Q1 		$149K Sell
374
-46
-11% -$18.5K 0.01% 606
2021
Q4 		$253K Buy
+420
New +$335K 0.02% 531

Other funds holding TWOU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Axxcess Wealth Management's TWOU Position: Q4 2023 in Review

Axxcess Wealth Management sold out of 2U Inc (TWOU) in Q4 2023, closing a stake of 341 shares — an estimated $25.3K sold.

Axxcess Wealth Management first reported a position in TWOU in Q4 2021 and held it in 5 quarters. The position peaked at $253K in Q4 2021. 126 funds tracked by Wall St. Rank hold TWOU as of Q4 2023.

  • Axxcess Wealth Management reported no remaining 2U Inc position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 341 2U Inc shares in Q4 2023, an estimated $25.3K.
  • Axxcess Wealth Management first reported a position in 2U Inc in Q4 2021 and held it in 5 quarters.
  • Axxcess Wealth Management's 2U Inc position peaked at $253K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held 2U Inc as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.