BCWM
TWOU

Bartlett & Co Wealth Management’s 2U Inc TWOU Stock Holding History

Bartlett & Co 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
2021
Q2 		– Sell
-33
Closed -$38.2K – 1102
2021
Q1 		$38.2K Hold
33
– – ﹤0.01% 581
2020
Q4 		$40.8K Hold
33
– – ﹤0.01% 562
2020
Q3 		$33.9K Hold
33
– – ﹤0.01% 544
2020
Q2 		$38K Hold
33
– – ﹤0.01% 534
2020
Q1 		$21.2K Hold
33
– – ﹤0.01% 575
2019
Q4 		$24K Hold
33
– – ﹤0.01% 635
2019
Q3 		$16.3K Buy
+33
New +$23.7K ﹤0.01% 683

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

Bartlett & Co Wealth Management's TWOU Position: Q2 2021 in Review

Bartlett & Co Wealth Management sold out of 2U Inc (TWOU) in Q2 2021, closing a stake of 33 shares — an estimated $38.2K sold.

Bartlett & Co Wealth Management first reported a position in TWOU in Q3 2019 and held it in 7 quarters. The position peaked at $40.8K in Q4 2020. 271 funds tracked by Wall St. Rank hold TWOU as of Q2 2021.

  • Bartlett & Co Wealth Management reported no remaining 2U Inc position as of Q2 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 33 2U Inc shares in Q2 2021, an estimated $38.2K.
  • Bartlett & Co Wealth Management first reported a position in 2U Inc in Q3 2019 and held it in 7 quarters.
  • Bartlett & Co Wealth Management's 2U Inc position peaked at $40.8K in Q4 2020.
  • 271 funds tracked by Wall St. Rank held 2U Inc as of Q2 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2021, filed 14 Feb 2024.