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

BerganKDV 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
2022 Q1	–	Sell	-2	Closed	-$1K	–	1120
2021 Q4	$1K	Buy	+2	New	+$1.59K	﹤0.01%	1034

Other funds holding TWOU

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BerganKDV Wealth Management's TWOU Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of 2U Inc (TWOU) in Q1 2022, closing a stake of 2 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in TWOU in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 213 funds tracked by Wall St. Rank hold TWOU as of Q1 2022.

BerganKDV Wealth Management reported no remaining 2U Inc position as of Q1 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 2 2U Inc shares in Q1 2022, an estimated $1K.
BerganKDV Wealth Management first reported a position in 2U Inc in Q4 2021 and held it in 1 quarter.
BerganKDV Wealth Management's 2U Inc position peaked at $1K in Q4 2021.
213 funds tracked by Wall St. Rank held 2U Inc as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.